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LEES MONSOUR GROUP
LMG WEALTH PARTNERS, LLC
CRD 318023 · SEC 801-123403
9335 ELLERBE ROAD, SHREVEPORT, LA, 71106, United States
Phone
(318) 506-8635
Fax
(318) 404-1599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$681.2M
Discretionary AUM
$669.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $62.3M |
| High net worth individuals | 107 | $546.0M |
| Charitable organizations | 9 | $25.2M |
| Corporations/business entities | 22 | $44.4M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD