Lansdowne Wealth Management, LLC logo

Lansdowne Wealth Management, LLC

Updated today

Client AUM

$227,733,000

Clients

357

Advisors

8

of 8 employees

About

Lansdowne Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning services. The firm reported approximately $227.7 million in discretionary assets under management across about 357 client accounts and operates with a seven-advisor team.

Lansdowne develops a written Investment Policy Statement for each client and typically seeks discretionary authority to implement the agreed asset allocation and trading approach. The firm employs a mix of charting, fundamental, technical and cyclical analysis and uses both long- and short-term strategies, with accounts reviewed on a monthly basis.

The firm’s practice is notable for a substantial non-U.S. client base and for adviser affiliations with a foreign-registered investment adviser and with firms that are authorized to provide insurance and pension services in the EEA. Those outside business activities can include offering insurance-based or commissionable products through affiliated networks; such relationships are disclosed to clients and clients are not required to use those services.

Client services

Financial planning Portfolio management

Expertise

Divorce financial planning

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning flat fees typically start at $3,500 and increase based on complexity; Dunhill Investment Supervisory Services above $5,000,000 assets charged fixed $25,000 flat fee

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.50% $5,000,000+: Negotiable

Project-based

Financial Planning hourly fees typically $250/hour

Other

Account minimum: $250,000 (may be waived) Minimum fee: Dunhill Investment Supervisory Services has a minimum fee of $2,500 annually Fee-only: Investment Supervisory Services fees as tiered above; Financial Planning fees charged as flat fees or hourly rates

Main office

34 Water Street, Unit 2 A

Mystic CT 06355

Advisors at this office

8

Most active in

California · Connecticut · Florida · Louisiana · New York · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Reuben W

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.

Divorce financial planning
user avatar

Joshua M

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Joshua Madden is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Lansdowne Wealth Management, LLC and Dunhill Financial, Ltd., and has held positions at several firms including Hoxton Wealth USA and BFMI & BFMCL. Outside of his advisory roles, Madden serves in leadership and committee positions with the Adur Ukraine Support Association, a UK-based organization supporting displaced Ukrainians and promoting Ukrainian culture. Lansdowne Wealth Management serves individual and high-net-worth clients, managing approximately $227.7 million in discretionary assets across about 357 accounts. The firm provides discretionary portfolio management and financial planning with a client-specific Investment Policy Statement, utilizing a combination of charting, fundamental, technical, and cyclical analysis along with both long- and short-term strategies.

Divorce financial planning
user avatar

Robin L

CFP®, Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Robin Lakey White is a CFP® with 13 years of industry experience, currently serving at Lansdowne Wealth Management, LLC. Her prior experience includes roles at UBS Financial Services Inc and Bank of America. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies, and maintains a notable non-U.S. client base.

Divorce financial planning
user avatar

Ann H

CFP®, Series 63, Series 65, Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

Divorce financial planning
user avatar

Brian D

Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms including BFMI & BFMCL and Concert Wealth Management, and he is involved with Dunhill Financial Ltd as well as serving as secretary of the Adrian Leeds Group. Dunhill is a board member of the American Club of Brussels and the Sharkey Foundation and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a mix of charting, fundamental, technical, and cyclical analysis, employs both long- and short-term strategies, and maintains a substantial non-U.S. client base.

Divorce financial planning
user avatar

Isa H

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Divorce financial planning
user avatar

Robert H

CFP®, Series 63, Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

Divorce financial planning
user avatar

Kamaljit S

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Kamaljit Somal is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 65 license and having four years of industry experience. His career includes roles at Dunhill Financial, Ltd. and Dunhill Financial, LLC, as well as service with the Royal Air Force. Lansdowne Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis in its investment approach and manages approximately $227.7 million in discretionary assets.

Divorce financial planning
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)