Lansdowne Wealth Management, Llc
- Regulatory AUM
- $228M
- Discretionary
- $228M
- Clients
- 357
- Avg AUM / client
- $638K
- Accounts
- 689
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 240 | $29.2M | 12.8% |
| High net worth individuals | 117 | $198M | 87.2% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert C Henderson | Registered representative | CFP | Oct 2010 (16y) | |
| Brian Robin Dunhill | Registered representative | Jan 2022 (5y) | ||
| Kamaljit Singh Somal | Registered representative | May 2023 (3y) | ||
| Isa Hantzsch | Registered representative | Jun 2023 (3y) | ||
| Joshua Robert Madden | Registered representative | Sep 2023 (3y) | ||
| Ann Lucy Herrero | Registered representative | CFP | Mar 2025 (1y) | |
| Reuben Laurence Woods | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $228M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗