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LCR Wealth Management LLC

Headquartered in WESTPORT, CT

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Firm Information

LCR Wealth Management LLC is an investment advisor headquartered in Westport, CT. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. The firm manages approximately $146,060,834 in discretionary and non-discretionary assets.

LCR Wealth Management LLC

518 RIVERSIDE AVE

WESTPORT, CT 06880

$146.06M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LCR WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

WESTPORT, CT

Advisors at LCR Wealth Management LLC

View All 3 Advisors
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Michael Rudolf Wehrli

RA

WESTPORT, CT

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Thomas David Garvey

RA

WESTPORT, CT

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Ilka Komatsu

RA

WESTPORT, CT

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Disclosures

There are no public disclosures for LCR Wealth Management LLC.

Frequently Asked Questions (6)

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