Investment adviser · CRD 313013

LCR WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

WESTPORT, CT, United States · Form ADV filed Jun 23, 2026

Regulatory AUM
$152M
Form ADV · Item 5.F
Client accounts
187
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals43$141,168,03793.0%
Individuals30$5,770,4853.8%
CharitiesFewer than 5$2,998,1072.0%
Pooled investment vehicles1$1,085,3580.7%
Corporations & businessesFewer than 5$755,0770.5%
Retirement plansFewer than 5$11,5800.0%
Filing source

Form ADV 2113973 · Jun 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jun 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

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

CRD 313013

Filing source

Form ADV 2113973 · Jun 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.