WESTPORT, CTCRD 313013Latest ADV February 26, 2026
Lcr Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated February 26, 2026, reports $152M in regulatory assets under management, 2 employees, and 187 accounts.
Assets Under Management
$152M
Employees
2
Offices
--
Total Clients
78
Primary office
WESTPORT, CT
518 RIVERSIDE AVE, BUILDING A, FLOOR 2, WESTPORT, CT, United States
Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
43
2
Individuals
38.5%
30
3
Corporations
2.6%
2
4
Pooled Investment Vehicles
1.3%
1
5
Pension Plans
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of February 26, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$12K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts187
10Y AUM Change+$41M (+37.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.