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LCR WEALTH MANAGEMENT LLC
CRD 313013File 801-121653
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$151.8M
Bottom 25% of cohort (national)
Discretionary AUM
$151.8M
Non-discretionary $12K
Clients
78
187 accounts
Employees
3
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 30, 2021
- Principal office
- 518 RIVERSIDE AVE, BUILDING A, FLOOR 2, WESTPORT, CT, 06880
- Phone
- 203-780-2272
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.8M
- Discretionary AUM
- $151.8M
- Non-discretionary AUM
- $12K
- Discretionary accounts
- 186
- Non-discretionary accounts
- 1
- Total accounts
- 187
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $755K |
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 43 | $141.2M |
| Pooled investment vehicles | 1 | $1.1M |
| Pension and profit sharing plans | Fewer than 5 | $12K |
| Individuals (other than high net worth individuals) | 30 | $5.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.