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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-30-2015
- Office Locations
- 1
Office Locations
About Larchmont Wealth Advisors
Larchmont Wealth Advisors is a boutique RIA in Lunenburg, MA providing objective financial planning and investment management for retail clients across varied backgrounds, including business owners. Portfolios emphasize active management, asset allocation, and risk management, primarily using public funds with selective ETF exposure. The practice runs on Black Diamond and custodies through Trade-PMR.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 22 clients, or 22 clients per representative. That equates to $198.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN HERBERT SAWYER
Chief Compliance Officer, Managing Member, President
- CRD
- #6460675
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,371,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,371,174 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Larchmont Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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