Lcr Wealth Management Llc
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 78
- Avg AUM / client
- $1.9M
- Accounts
- 187
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $5.8M | 3.8% |
| High net worth individuals | 43 | $141M | 93.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.1M | 0.72% |
| Pension and profit sharing plans | 1 | $11.6K | 0.01% |
| Charitable organizations | 1 | $3.0M | 1.98% |
| Corporations and other businesses | 2 | $755K | 0.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $1.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Iron Pillar Fund Ii Us Access, Lp feeder | Venture Capital Fund | Delaware | $1.6M | 11 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rajan, Suresh | Manager | Apr 2012 (14y) | ≈ 56.25% – 100% via Lcr Capital Partners Llc | |
| Thomas David Garvey | President & Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Michael Rudolf Wehrli | Registered representative | May 2022 (4y) | ||
| John Charles Biggar Maguire | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lcr Capital Partners Llc | Member | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rajan, Suresh: 75% – 100% of Lcr Capital Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Private funds (1, $1.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Iron Pillar Fund Ii Us Access, Lp | Venture Capital Fund | $1.6M | $100K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.19 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $151M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗