$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
11 yrs Firm Age
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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2015
- Office Locations
- 1
Office Locations
-- Lunenburg MA
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.
Team overview
38 AVG AGE
$4.4M AVG AUM / ADVISOR
$198.7K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BRIAN HERBERT SAWYER
Chief Compliance Officer, Managing Member, President
- CRD
- #6460675
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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