Overview
Assets Under Management: $191 million
Headquarters: ELIZABETHTOWN, KY
High-Net-Worth Clients: 89
Average Client Assets: $1 million
Frequently Asked Questions
LFG WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331339), LFG WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
LFG WEALTH PARTNERS, LLC is headquartered in ELIZABETHTOWN, KY.
LFG WEALTH PARTNERS, LLC serves 89 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, LFG WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LFG WEALTH PARTNERS, LLC manages $191 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, LFG WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.48
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 919
Discretionary Accounts: 919
Regulatory Filings
CRD Number: 331339
Filing ID: 2045688
Last Filing Date: 2026-02-09 11:52:14