LANSDOWNE WEALTH MANAGEMENT, LLC

LANSDOWNE WEALTH MANAGEMENT, LLC of MYSTIC, CT is an SEC-registered investment adviser (CRD 155422). Regulatory assets under management: $227.7M.

Registration

• CRD: 155422
• SEC file number: 801-132336
• Type: Registered investment adviser
• Location: 34 WATER STREET, UNIT 2A, MYSTIC, CT, 06355
• Phone: 860-245-5078
• Latest filing: 2026-03-17
• Regulatory AUM: $227.7M
• Discretionary AUM: $227.7M
• Clients: 7
• Accounts: 689

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search