LCR WEALTH MANAGEMENT LLC
CRD #313013 SEC #801-121653 WESTPORT, CT 203-780-2272
SEC Registered Private Funds
Total AUM
$146.1M
Discretionary
$146.1M
Employees
3
Clients
10
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $146.1M | $146.1M | $5.4K | 3 | 1 |
| Feb 2025 | $146.1M | $146.1M | $5.4K | 3 | 1 |
| Feb 2024 | $122.5M | $122.5M | $0 | 3 | 0 |
| Feb 2024 | $122.5M | $122.5M | $0 | 3 | 0 |
| Nov 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Nov 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Nov 2023 | $121M | $121M | $0 | 3 | 0 |
| Oct 2023 | $121M | $121M | $0 | 3 | 0 |
| Oct 2023 | $121M | $121M | $0 | 3 | 0 |
| Sep 2023 | $121M | $121M | $0 | 3 | 0 |
| Mar 2023 | $121M | $121M | $0 | 3 | 0 |
| Jul 2022 | $120M | $120M | $0 | 3 | 0 |
| Jul 2022 | $120M | $120M | $0 | 3 | 0 |
| May 2022 | $120M | $120M | $0 | 2 | 0 |
| Mar 2022 | $120M | $120M | $0 | 2 | 0 |
| Feb 2022 | $120M | $120M | $0 | 1 | 0 |
| Oct 2021 | $110.7M | $110.7M | $0 | 1 | 0 |
| Aug 2021 | $110.7M | $110.7M | $0 | 1 | 0 |
| Jun 2021 | $110.7M | $110.7M | $0 | 1 | 0 |
DateAug 2025
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$5.4K
Employees3
Clients1
DateFeb 2025
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$5.4K
Employees3
Clients1
DateFeb 2024
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients0