LCR Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,938,522
Clients
73
Advisors
3
of 3 employees
About
LCR Wealth Management provides discretionary investment advisory and supervisory services to individuals, families, trusts, institutions and retirement plans, with a typical emphasis on high‑net‑worth individuals and families. The firm also offers pension consulting and a model portfolio program, and it manages portfolios using mutual funds, ETFs and private investments.
LCRWM tailors portfolios by seeking broad diversification across equities, fixed income and alternatives, with an emphasis on long‑term holding, tax considerations and periodic oversight and rebalancing. The firm operates 100% equity model portfolios with stated minimums and semiannual or annual rebalancing, and it may select third‑party managers and different mutual fund share classes to align with client objectives.
Distinctively, LCRWM serves as sponsor and investment manager of a venture capital pooled vehicle, Iron Pillar Fund II US Access, LP, and provides portfolio management for pooled vehicles and private funds, which it may recommend to advisory clients and that can create conflicts of interest. The firm is majority‑owned by an affiliate that connects global investors with EB‑5 opportunities, discloses the ability to employ derivatives, options, margin and short sales in client accounts, and limits portfolio management to a small number of sizable accounts.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $20,000,000: 0.75% Greater than $20,000,000+: See Negotiated Rate
Account minimum: $100,000 Fee-only: Negotiable asset-based fees billed quarterly in advance; 1.00% annual fee on Model Portfolio program (lower cost)
Main office
518 Riverside Ave, Building A, Floor 2
Westport CT 06880
Advisors at this office
3
Most active in
Connecticut · Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas G
Series 63, Series 65
Westport, CT
LCR Wealth Management LLC
Thomas Garvey is a financial advisor at LCR Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Capital Financial Advisers, LLC since 2009. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals, families, trusts, institutions, and retirement plans. The firm offers customized portfolio management with a tax-aware, long-term approach, employs a range of strategies including derivatives and third-party managers, and acts as sponsor and investment manager of a venture-capital private fund.
Michael W
Series 65
Westport, CT
LCR Wealth Management LLC
Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.
John M
Series 65, Series 66
Westport, CT
LCR Wealth Management LLC
John Maguire is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at Client Edge Consulting and The Alfond INN. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals and families. The firm emphasizes broad diversification, long-term holding, and tax considerations in its portfolio management, and also sponsors venture capital pooled vehicles and manages private funds.
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