{
  "crd_number": 155422,
  "slug": "lansdowne-wealth-management-llc-mystic-ct-155422",
  "primary_business_name": "LANSDOWNE WEALTH MANAGEMENT, LLC",
  "legal_name": "LANSDOWNE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Mystic",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "35980",
  "metro": {
    "cbsa_code": "35980",
    "common_name": "Norwich",
    "msa_name": "Norwich-New London-Willimantic, CT",
    "path": "/advisors/ct/norwich"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 227733000.0,
  "raum_discretionary": 227733000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 29240111.0,
      "count": 240
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 198492889.0,
      "count": 117
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/LansdowneWealthManagement",
    "https://linkedin.com/in/bobhenderson",
    "https://lwmwealth.com",
    "https://twitter.com/LansdowneWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155422",
  "city_as_filed": "MYSTIC",
  "url": "https://advisorcensus.com/firm/lansdowne-wealth-management-llc-mystic-ct-155422",
  "display_name": "Lansdowne Wealth Management, LLC",
  "summary": "Lansdowne Wealth Management, LLC is an SEC-registered investment advisory firm in Mystic, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Lansdowne Wealth Management, LLC (CRD 155422): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lansdowne Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lansdowne Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Lansdowne Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $250 an hour (Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lansdowne Wealth Management, LLC located?",
      "a": "Lansdowne Wealth Management, LLC's principal office is in Mystic, CT, according to its Form ADV."
    },
    {
      "q": "Is Lansdowne Wealth Management, LLC registered with the SEC or a state?",
      "a": "Lansdowne Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 155422."
    },
    {
      "q": "How much does Lansdowne Wealth Management, LLC manage?",
      "a": "Lansdowne Wealth Management, LLC reports $227,733,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lansdowne Wealth Management, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Lansdowne Wealth Management, LLC: Regulatory assets under management: $214,135,275 in the October 2025 data and $227,733,000 in the October 2026 data, up 6%. Total employees: 7 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lansdowne Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (117)."
    },
    {
      "q": "Which custodians does Lansdowne Wealth Management, LLC use?",
      "a": "Lansdowne Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lansdowne Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155422"
    },
    {
      "q": "Does Lansdowne Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.\""
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 214135275.0,
      "total_employees": 7,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 227733000.0,
      "total_employees": 7,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Financial Planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Financial Planning services)"
        ],
        "quotes": [
          "Depending upon the complexity of the situation and the needs of the client, the flat fee or hourly fee for these services will be $250/Hr,"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning services"
        }
      ]
    },
    "quotes": [
      "There is an account minimum, $250,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.",
      "Depending upon the complexity of the situation and the needs of the client, the flat fee or hourly fee for these services will be $250/Hr,"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lansdowne-wealth-management-llc-mystic-ct-155422.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 240,
      "fewer_than_5": false,
      "raum": 29240111.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 117,
      "fewer_than_5": false,
      "raum": 198492889.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155422",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}