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LCR WEALTH MANAGEMENT LLC

WESTPORT, CT · CRD 313013 · IAPD ↗ · 203-780-2272

$151.8MRegulatory AUM
3Advisory reps
3Employees
1Clients
1-10Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
March 2025 — LCR WEALTH MANAGEMENT LLC notice-filed in FL, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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