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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About LCR Wealth Management LLC
LCR Wealth Management is an independent RIA in Westport, CT serving successful families with personalized financial planning and ongoing portfolio management. The firm emphasizes transparency, fee scrutiny, and a collaborative process, using technology to monitor portfolios in real time. Client assets are custodied at Charles Schwab, with allocations primarily to public funds and ETFs and selective private fund exposure. Led by President Tom Garvey (ex Goldman Sachs/United Capital).
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Owner & Executives
THOMAS David GARVEY
Chief Compliance Officer, President
- CRD
- #3103823
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ILKA KOMATSU
Advisor
- CRD
- #3184820
Michael Rudolf Wehrli
President
- CRD
- #7532941
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,777,064 | $816,006 |
| Non-Discretionary | $11,580 | $11,580 |
| Total | $151,788,644 | $811,704 |
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Separately Managed Accounts
Total SMA Asset: $150,703,286
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $255,865,196 | 32.0% |
| Equity - Exchange | $112,740,602 | 14.1% |
| Cash | $272,656,350 | 34.1% |
| Private Funds | $158,316,590 | 19.8% |
| Total | $799,578,738 | 100.0% |