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Lansdowne Wealth Management, LLC

● SEC registered since 2025CRD 155422SEC# 801-132336Mystic, CT
Export (members)
Reg. AUM
$214.1M
Employees
7
Accounts
778
Location
Mystic, CT

Lansdowne Wealth Management, LLC assets under management

Lansdowne Wealth Management, LLC operates as an SEC-registered investment adviser based in Mystic, CT. The firm has been registered since 2025. It reports $214.1 million in regulatory assets under management and employs 7 people.
twitter.com/lansdownewealthView on SEC.gov ↗

Lansdowne Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert C Henderson ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Lansdowne Wealth Management, LLC manage?

Lansdowne Wealth Management, LLC reports $214.1 million in regulatory assets under management on its Form ADV.

How many employees does Lansdowne Wealth Management, LLC have?

Lansdowne Wealth Management, LLC reports 7 employees.

Where is Lansdowne Wealth Management, LLC located?

Lansdowne Wealth Management, LLC is based in Mystic, CT and has been SEC-registered since 2025.

Does Lansdowne Wealth Management, LLC disclose fund performance?

Lansdowne Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address34 Water Street, Unit 2a, Mystic, CT 06355
Phone860-245-5078
Fax866-439-0578
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.1M
Non-discretionary$0
Total (RAUM)$214.1M