LCR WEALTH MANAGEMENT LLC

CRD 313013 · SEC 801-121653

Visit website

518 RIVERSIDE AVE, BUILDING A, FLOOR 2, WESTPORT, CT, 06880, United States

Phone

203-780-2272

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.8M

Discretionary AUM

$151.8M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	30	$5.8M
High net worth individuals	43	$141.2M
Pooled investment vehicles	1	$1.1M
Pension/profit sharing plans	1	$12K
Charitable organizations	1	$3.0M
Corporations/business entities	2	$755K

States served

NY, TX, CT, FL

All web addresses on file

https://www.linkedin.com/company/lcr-wealth/
https://lcrwealth.com/

Official SEC filing: View on IAPD