AdvisorCensus / Financial advisors / Connecticut / Bridgeport / LCR Wealth Management LLC
LCR Wealth Management LLC is an SEC-registered investment advisory firm in Westport, CT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.
Quick answers
From the filingHow is LCR Wealth Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), LCR Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.
What does LCR Wealth Management LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 2, 2026 states: Up to $2,000,000: 1.5% a year; $2,000,001 to $5,000,000: 1% a year; $5,000,001 to $10,000,000: 0.85% a year; $10,000,001 to $20,000,000: 0.75% a year; Above $20,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is LCR Wealth Management LLC located?
LCR Wealth Management LLC's principal office is in Westport, CT, according to its Form ADV.
Is LCR Wealth Management LLC registered with the SEC or a state?
LCR Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313013.
How much does LCR Wealth Management LLC manage?
LCR Wealth Management LLC reports $151,788,644 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).
How have LCR Wealth Management LLC's assets and staff changed since 2021?
In the Form ADV data for LCR Wealth Management LLC: Regulatory assets under management: $110,700,000 in the October 2021 data and $151,788,644 in the October 2026 data, up 37%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does LCR Wealth Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (30); corporations or other businesses not listed above (2).
Which custodians does LCR Wealth Management LLC use?
LCR Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does LCR 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/313013
What changed in LCR Wealth Management LLC's recent Form ADV filings?
In the July 2026 filing data: Employees performing advisory functions went from 2 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1.5% |
| $2,000,001 to $5,000,000 | 1% |
| $5,000,001 to $10,000,000 | 0.85% |
| $10,000,001 to $20,000,000 | 0.75% |
| Above $20,000,000 | See the brochure |
The brochure's wording
Clients shall be assessed an annual cost of services based on this schedule, charged as a percentage of assets under LCRWM’s management. These fees are negotiable.
$0 to $2,000,000 1.50% $2,000,001 to $5,000,000 1.00% $5,000,001 to $10,000,000 0.85% $10,000,001 to $20,000,000 0.75%
As stated in the firm's Form ADV Part 2A brochure dated June 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$151,788,644 as of October 2026, filing dated June 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $151,788,644 | 3 | June 23, 2026 |
| October 2025 | $146,060,834 | 3 | February 19, 2025 |
| October 2024 | $122,517,968 | 3 | February 28, 2024 |
| October 2023 | $121,000,000 | 3 | September 28, 2023 |
| October 2022 | $120,000,000 | 3 | July 26, 2022 |
| October 2021 | $110,700,000 | 1 | August 24, 2021 |
Regulatory assets under management: $110,700,000 in the October 2021 data and $151,788,644 in the October 2026 data, up 37%.
Total employees: 1 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Employees performing advisory functions went from 2 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. LCR Wealth Management LLC (CRD 313013): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013