Lansdowne Wealth Management, LLC
● SEC registered since 2025CRD 155422SEC# 801-132336Mystic, CT
Reg. AUM
$227.7M
Employees
7
Accounts
689
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 $227.7 million in regulatory assets under management and employs 7 people.
Lansdowne Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert C Henderson Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Lansdowne Wealth Management, LLC manage?
Lansdowne Wealth Management, LLC reports $227.7 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
| Address | 34 Water Street, Unit 2a, Mystic, CT 06355 |
| Phone | 860-245-5078 |
| Fax | 866-439-0578 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.7M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$227.7Mregulatory AUM
Discretionary $227.7M