LCR WEALTH MANAGEMENT LLC

LCR WEALTH MANAGEMENT LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 313013). Regulatory assets under management: $151.8M.

Registration

• CRD: 313013
• SEC file number: 801-121653
• Type: Registered investment adviser
• Location: 518 RIVERSIDE AVE, BUILDING A, FLOOR 2, WESTPORT, CT, 06880
• Phone: 203-780-2272
• Latest filing: 2026-06-23
• Regulatory AUM: $151.8M
• Discretionary AUM: $151.8M
• Non-discretionary AUM: $12K
• Clients: 3
• Accounts: 187

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313013 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search