Lcr Wealth Management LLC

Lcr Wealth Management LLC (CRD# 313013) is a financial advisory firm headquartered in Westport, CT. They manage $122,517,968 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
518 Riverside Ave, Building A, Floor 2, Westport, CT 06880
https://www.linkedin.com/company/lcr-wealth/
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $684,458
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Lcr Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Garvey, financial advisor Westport CT
Thomas D. Garvey
CRD#: 3103823
518 Riverside Ave, Building A, Floor 2, Westport, CT 06880

Thomas Garvey (CRD# 3103823) is an Investment Advisor Representative working at Lcr Wealth Management LLC in Westport, CT and has over 25 years of experience in the finance industry.

2
Ilka Komatsu, financial advisor Westport CT
Ilka Komatsu
CRD#: 3184820
518 Riverside Ave, Building A, Floor 2, Westport, CT 06880

Ilka Komatsu (CRD# 3184820) is an Investment Advisor Representative working at Lcr Wealth Management LLC in Westport, CT and has over 22 years of experience in the finance industry.

3
Michael Wehrli, financial advisor Westport CT
Michael R. Wehrli
CRD#: 7532941
518 Riverside Ave, Building A, Floor 2, Westport, CT 06880

Michael Wehrli (CRD# 7532941) is an Investment Advisor Representative working at Lcr Wealth Management LLC in Westport, CT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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