# 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.

- CRD: 313013
- Filed as: LCR WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313013
- AdvisorCensus page: https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013

## Quick answers

**How 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.

**How much does LCR Wealth Management LLC charge?**
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

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

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

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $151,788,644
- Discretionary: $151,777,064
- Non-discretionary: $11,580

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $5,770,485 |
| High net worth individuals | 43 | $141,168,037 |
| 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) | 1 | $1,085,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $11,580 |
| Charitable organizations | 1 | $2,998,107 |
| 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 | 2 | $755,077 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lcrwealth.com
- LinkedIn @lcr-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,700,000 | 1 | August 24, 2021 |
| October 2022 | $120,000,000 | 3 | July 26, 2022 |
| October 2023 | $121,000,000 | 3 | September 28, 2023 |
| October 2024 | $122,517,968 | 3 | February 28, 2024 |
| October 2025 | $146,060,834 | 3 | February 19, 2025 |
| October 2026 | $151,788,644 | 3 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LCR Wealth Management LLC (CRD 313013): Form ADV filing data as of October 2026.