# Lansdowne Wealth Management, LLC

> 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.

- CRD: 155422
- Filed as: LANSDOWNE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mystic, CT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155422
- AdvisorCensus page: https://advisorcensus.com/firm/lansdowne-wealth-management-llc-mystic-ct-155422

## Quick answers

**How is Lansdowne Wealth Management, LLC compensated?**
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).

**How much does Lansdowne Wealth Management, LLC charge?**
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.

**Where is Lansdowne Wealth Management, LLC located?**
Lansdowne Wealth Management, LLC's principal office is in Mystic, CT, according to its Form ADV.

**Is Lansdowne Wealth Management, LLC registered with the SEC or a state?**
Lansdowne Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 155422.

**How much does Lansdowne Wealth Management, LLC manage?**
Lansdowne Wealth Management, LLC reports $227,733,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Lansdowne Wealth Management, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Lansdowne Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (117).

**Which custodians does Lansdowne Wealth Management, LLC use?**
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.

**Does Lansdowne Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Lansdowne Wealth Management, LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (Financial Planning services)

> 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,

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $227,733,000
- Discretionary: $227,733,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $29,240,111 |
| High net worth individuals | 117 | $198,492,889 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lwmwealth.com
- Facebook @LansdowneWealthManagement
- LinkedIn @bobhenderson
- X @LansdowneWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $214,135,275 | 7 | June 27, 2025 |
| October 2026 | $227,733,000 | 7 | March 17, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lansdowne Wealth Management, LLC (CRD 155422): Form ADV filing data as of October 2026.