LCR WEALTH MANAGEMENT LLC

518 Riverside Ave
Building A, Floor 2
Westport, Connecticut 06880
Tel: 203-780-2272

About LCR WEALTH MANAGEMENT LLC

LCR WEALTH MANAGEMENT LLC, formally registered with the SEC as LCR WEALTH MANAGEMENT LLC. The firm was established in 06/30/2021. They have over 1 offices throughout the country.

LCR WEALTH MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $146,060,834 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313013
SEC#	801-121653
Assets Managed by Firm	$146,060,834
No. of Clients	193
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	193	$146,060,834
Individuals (other than high net worth individuals)	27	$5,264,799
High net worth individuals	42	$138,692,216
Pension and profit sharing plans	1	$5,400
Corporations or other businesses	2	$434,246

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