SourcingSourcing

LANSDOWNE WEALTH MANAGEMENT, LLC

B52
CRD 155422·SEC 801-132336·MYSTIC, CT
AUM
$227.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$683K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANSDOWNE WEALTH MANAGEMENT, LLC
CRD
155422
SEC file #
801-132336
EIN
—
DBA names
—

Economics

AUM
$227.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$214.1M → $227.7M▲ +6%
Client mix
Individuals Other240
Individuals High Net Worth117

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
MYSTIC CT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
twitter.com/lansdownewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HENDERSON, ROBERT, C
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HENDERSON, ROBERT, C
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4155
Soi Zip Pct 200k Plus
0.1519
Soi Zip Returns 200k Plus
1,060
Soi Zip Total AGI
871,391
Fdic Zip Total Deposits
11,132,742,000
Fdic Zip Branch Count
222
Fdic Zip Top Banks
Chelsea Groton Bank
Liberty Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Citizens Savings BankMystic, CT
Citizens Savings BankMystic, CT
Fdic Zip HHI
847.89
Fdic Zip Top Bank Share Pct
17.03
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,412
Returns1,310
Stub 2
AGI38,583
Returns1,040
Stub 3
AGI57,561
Returns920
Soi Zip Total Business Income
42,822
Soi Zip Total Cap Gains
53,002
Soi Zip Total Dividends
48,429
Soi Zip Total Returns
6,980
Top Owner CRD
5089860
Trust Company Affiliate
No

People (7)

7
HENDERSON, ROBERT, C
IAR · Direct Owner · 87.5%
5089860
Reuben Laurence Woods
IAR
7964736
Madden, Joshua, Robert
IAR
7446349
DUNHILL, BRIAN, ROBIN
IAR
4686593
HANTZSCH, ISA
IAR
6794926
Somal, Kamaljit, Singh
IAR
7263838
ANN LUCY HERRERO
IAR
3156939