Michael
Wehrli
Lcr Wealth Management LLC
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About this Advisor
Michael Wehrli is a financial advisor based in Westport, Connecticut, working with Lcr Wealth Management LLC. Michael has previously held positions as a student, at Lcr Capital Partners, Lcr Wealth Management, and Nudge Capital, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Michael is part of Lcr Wealth Management LLC, which operates out of Westport, Connecticut. The firm has 3 employees and manages assets totaling $122.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lcr Wealth Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lcr Wealth Management LLC Brokerage Details
$122,517,968
3
179
$684,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Wehrli Work History
Lcr Wealth Management
Lcr Wealth Management
Lcr Capital Partners
Nudge Capital, LLC
Student
Disclosures
Please visit the SEC profile of Michael Wehrli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lcr Wealth Management LLC
Westport, CT
Westport, CT
Westport, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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