Overview
Assets Under Management: $228 million
Headquarters: MYSTIC, CT
High-Net-Worth Clients: 117
Average Client Assets: $1.7 million
Frequently Asked Questions
LANSDOWNE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155422), LANSDOWNE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LANSDOWNE WEALTH MANAGEMENT, LLC is headquartered in MYSTIC, CT.
LANSDOWNE WEALTH MANAGEMENT, LLC serves 117 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, LANSDOWNE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LANSDOWNE WEALTH MANAGEMENT, LLC manages $228 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, LANSDOWNE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.16%
Average Client Assets: $1.7 million
Total Client Accounts: 689
Discretionary Accounts: 689
Regulatory Filings
CRD Number: 155422
Filing ID: 2073624
Last Filing Date: 2026-03-17 05:56:38