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  3. Coconut Grove
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New Wealth Management Businesses in Coconut Grove, FL

1 wealth management businesses recently registered in Coconut Grove, Florida.

Updated August 19, 2026 · Most recent business filing Aug 19, 2025

1
Total Filings
Aug 19, 2025
Most Recent
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About Wealth Management Businesses in Coconut Grove

This page lists new wealth management businesses registered in Coconut Grove, Florida. We currently track 1, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include L1 Global Wealth. The most recent wealth management business filing was on Aug 19, 2025.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Coconut Grove, this is one of the freshest prospect lists in the market.

All Filings

L1 Global Wealth

Aug 19, 2025
Wealth ManagementVerifiedCoconut Grove, FL · Miami-Dade Co.

L1 Global Wealth is an exclusive multi-family office providing confidential investment advisory, strategic wealth management, tax and estate planning, and premium concierge services. The firm is based in Coconut Grove, FL, with member LLCs in Miami, Coral Gables, and Greenwich, CT.

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