LCR Wealth Management LLC

RIASEC RegisteredEst. 2021

Total AUM

$152M

Discretionary

$152M

100% of AUM

Avg account

$812K

Accounts

187

Employees

Advisory reps

Firm details

Headquarters: Westport, Connecticut
CRD number: 313013
Registered since: June 30, 2021
Website: lcrwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93%
Individuals3.8%
Charitable Organizations1.98%
Pooled Investment Vehicles0.72%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

LCR Wealth Management LLC is an independent registered investment adviser that positions itself as both a capital allocator and an adviser to individuals, families and institutional clients. The firm, SEC-registered in 2021, charges fees based on a percentage of assets under management and provides a mix of services including financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting support, selection of other advisers and publication of periodic investment commentary. Filings identify the firm as a sponsor, general partner and managing member of pooled vehicles, indicating it not only selects outside managers but also structures and runs some investment vehicles internally. LCR is not identified as an active ESG investor.