LCR WEALTH MANAGEMENT LLC
C48
CRD 313013·SEC 801-121653·WESTPORT, CT
AUM
$151.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$455K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $120.0M
'23 · $120.0M
'25 · $146.1M
'26 · $151.8M
'22'26
$120.0M → $151.8M▲ +26%
Client mix
| Individuals High Net Worth | 43 |
| Individuals Other | 30 |
| Corporations | 2 |
| Pooled Investment Vehicles | 1 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 1 advisors
'23 · 3 advisors
'25 · 2 advisors
'26 · 2 advisors
'22'26
1 advisors → 2 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.