# LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC

LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 147888
- Type: SEC-registered investment adviser
- SEC file number: 801-69556
- Location: RIVERSIDE PLAZA, 33 RIVERSIDE AVENUE, WESTPORT, CT, 06880
- Phone: (203) 683-1530
- Latest filing: 2009-01-21
- Regulatory AUM: $412.5M
- Discretionary AUM: $412.5M
- Clients: 6
- Accounts: 1,463

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| LOFTUS KEVIN PATRICK | CHIEF COMPLIANCE OFFICER | — |
| LOMAS WILLIAM ALAN | CHIEF FINANCIAL OFFICER | — |
| PRATT-HEANEY JAMES KEVIN | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | — |
| BURNS KEVIN GERARD | CHIEF OPERATING OFFICER | — |
| ROLLERI JOHN MICHAEL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147888/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147888/similar
- Related entities: https://search.stillhousedata.com/firm/147888/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147888

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.