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, SEC-registered investment adviser organized as an LLC and registered in 2021. The firm describes itself as a capital allocator serving a mix of individuals, families and institutional clients. Its revenue model is fee-based, charging a percentage of assets under management. Advisory services listed on its filings include comprehensive financial planning, portfolio management across individual, pooled and institutional mandates, selection of other advisers, and publication of client-facing periodicals or newsletters. The firm also sponsors and acts as a general partner or managing member for pooled investment vehicles. Regulatory and operating attributes: LCR reports that it is not an active ESG investor and is not a multi-state adviser. Ownership is held by a combination of a domestic entity and an individual.