{
  "crd_number": 313013,
  "slug": "lcr-wealth-management-llc-westport-ct-313013",
  "primary_business_name": "LCR WEALTH MANAGEMENT LLC",
  "legal_name": "LCR WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 151788644.0,
  "raum_discretionary": 151777064.0,
  "raum_non_discretionary": 11580.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 2998107.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5770485.0,
      "count": 30
    },
    "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": 11580.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 141168037.0,
      "count": 43
    },
    "pooled_investment_vehicles": {
      "raum": 1085358.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 755077.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://lcrwealth.com",
    "https://linkedin.com/company/lcr-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313013",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013",
  "display_name": "LCR Wealth Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. LCR Wealth Management LLC (CRD 313013): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is LCR Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LCR Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does LCR Wealth Management LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is LCR Wealth Management LLC located?",
      "a": "LCR Wealth Management LLC's principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "Is LCR Wealth Management LLC registered with the SEC or a state?",
      "a": "LCR Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313013."
    },
    {
      "q": "How much does LCR Wealth Management LLC manage?",
      "a": "LCR Wealth Management LLC reports $151,788,644 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have LCR Wealth Management LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does LCR Wealth Management LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does LCR Wealth Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does LCR 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/313013"
    },
    {
      "q": "What changed in LCR Wealth Management LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110700000.0,
      "total_employees": 1,
      "filing_date": "2021-08-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 120000000.0,
      "total_employees": 3,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 121000000.0,
      "total_employees": 3,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122517968.0,
      "total_employees": 3,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 146060834.0,
      "total_employees": 3,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 151788644.0,
      "total_employees": 3,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 2, 2026",
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$10,000,001 to $20,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $20,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%\n$2,000,001 to $5,000,000   1.00%\n$5,000,001 to $10,000,000   0.85%\n$10,000,001 to $20,000,000   0.75%"
        ]
      }
    ],
    "quotes": [
      "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%\n$2,000,001 to $5,000,000   1.00%\n$5,000,001 to $10,000,000   0.85%\n$10,000,001 to $20,000,000   0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/lcr-wealth-management-llc-westport-ct-313013.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 5770485.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 141168037.0
    },
    {
      "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": 1,
      "fewer_than_5": false,
      "raum": 1085358.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 11580.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2998107.0
    },
    {
      "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": 2,
      "fewer_than_5": true,
      "raum": 755077.0
    },
    {
      "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/313013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}