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LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422 · SEC 801-132336
34 WATER STREET, UNIT 2A, MYSTIC, CT, 06355, United States
Phone
860-245-5078
Fax
866-439-0578
Registration
— (—)
Source
State registered
Total AUM
$227.7M
Discretionary AUM
$227.7M
Team
7 total employees; 6 advisory reps; 16 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $29.2M |
| High net worth individuals | 117 | $198.5M |
All web addresses on file
Official SEC filing: View on IAPD