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LANSDOWNE WEALTH MANAGEMENT, LLC

MYSTIC, CT · CRD 155422 · IAPD ↗ · 860-245-5078

$227.7MRegulatory AUM
6Advisory reps
7Employees
16Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — LANSDOWNE WEALTH MANAGEMENT, LLC (MYSTIC, CT) is newly SEC-registered with $214.1M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.