Lcr Wealth Management LLC
Lcr Wealth Management LLC is an SEC-registered wealth manager in Westport, CT with $151.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Lcr Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313013, SEC 801-121653, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $151.8M (2026-06-23)
- Firm type
- Wealth Manager
- Location
- Westport, CT
- Employees
- 3
- Clients
- 78
- CRD
- 313013
- Ownership
- GARVEY, THOMAS, David; LCR CAPITAL PARTNERS LLC; Rajan, Suresh
How much AUM does Lcr Wealth Management LLC have?
Lcr Wealth Management LLC reported $151.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Lcr Wealth Management LLC?
Disclosed owners and executives of Lcr Wealth Management LLC include GARVEY, THOMAS, David, LCR CAPITAL PARTNERS LLC, Rajan, Suresh. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.