# Larchmont Wealth Advisors

> Larchmont Wealth Advisors is a state-registered investment advisory firm in Lunenburg, MA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 175223
- Filed as: LARCHMONT WEALTH ADVISORS
- Legal name: Larchmont Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lunenburg, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175223
- AdvisorCensus page: https://advisorcensus.com/firm/larchmont-wealth-advisors-lunenburg-ma-175223

## Quick answers

**How is Larchmont Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Larchmont Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Larchmont Wealth Advisors located?**
Larchmont Wealth Advisors' principal office is in Lunenburg, MA, according to its Form ADV.

**Is Larchmont Wealth Advisors registered with the SEC or a state?**
Larchmont Wealth Advisors is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175223.

**How much does Larchmont Wealth Advisors manage?**
Larchmont Wealth Advisors reports $4,371,174 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Larchmont Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Larchmont Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175223

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,371,174
- Discretionary: $4,371,174
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,371,174 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- larchmontwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larchmont Wealth Advisors (CRD 175223): Form ADV filing data as of October 2026.