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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LCR WEALTH MANAGEMENT LLC

CRD 313013

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff5c2ea1-6462-471c-5acd-88fb424e36d8

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 1
Observed: Jun 1, 2021 to Jun 23, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

LCR Wealth Management LLC

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.01 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $152MItem 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $147MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 187
Individual clients: 30
High net worth clients: 43
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $1.1M
SEC number: 801-121653
CRD: 313013
Filings on the tape: 22
First filed: Jun 1, 2021
Latest filed: Jun 23, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS David GARVEY	n/a	WESTPORT, CT	5	27	2	no
Michael Rudolf Wehrli	n/a	WESTPORT, CT	4	14	n/a	no
John Charles Biggar Maguire	n/a	WESTPORT, CT	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
IRON PILLAR FUND II US ACCESS, LP	Venture Capital Fund	$1.6M	Feb 28, 2024	11	May 10, 2022	reported	021-431509

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GARVEY, THOMAS, David	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Jun 1, 2021	Feb 28, 2024
LCR CAPITAL PARTNERS LLC	Member	E	yes	01/2021	Jun 1, 2021	Feb 28, 2024
Rajan, Suresh	Manager	E	yes	04/2012	Jun 1, 2021	Feb 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 26, 2026	$152M	$152M	2	2	1	n/a
2024	Feb 19, 2025	$146M	$146M	3	2	1	n/a
2023	Feb 8, 2024	$123M	$123M	3	2	1	$1.6M
2022	Mar 27, 2023	$121M	$121M	3	3	1	$1.3M
2021	Feb 9, 2022	$120M	$120M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$152M	$146M	3.9%	$121M	7.8%	3	3	0	0

Relationships

Registered with (3)

← John Charles Biggar MaguireAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← Michael Rudolf WehrliAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← THOMAS David GARVEYAdvisorregistration: current employment
Mar 12, 2021 to presentfactForm ADV

Advises (1)

→ IRON PILLAR FUND II US ACCESS, LPPrivate fundVenture Capital Fund, IA
May 10, 2022 to presentfactForm ADV

Controls (3)

← GARVEY, THOMAS, DavidOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 1, 2021 to Feb 28, 2024factForm ADV
← Rajan, SureshOwnerMANAGER, ownership code E, individual
Jun 1, 2021 to Feb 28, 2024factForm ADV
← LCR CAPITAL PARTNERS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 1, 2021 to Feb 28, 2024factForm ADV

Dated events

Occurred
Jun 1, 2021
First Form ADV filing
Lcr Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff5c2ea1-6462-471c-5acd-88fb424e36d8
First observed: Jun 1, 2021
Last observed: Jun 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LCR WEALTH MANAGEMENT LLC

CRD 313013

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff5c2ea1-6462-471c-5acd-88fb424e36d8

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS David GARVEY

n/a

WESTPORT, CT

Michael Rudolf Wehrli

n/a

WESTPORT, CT

n/a

John Charles Biggar Maguire

n/a

WESTPORT, CT

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

IRON PILLAR FUND II US ACCESS, LP

Venture Capital Fund

$1.6M

Feb 28, 2024

May 10, 2022

reported

021-431509

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GARVEY, THOMAS, David

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

02/2021

Jun 1, 2021

Feb 28, 2024

LCR CAPITAL PARTNERS LLC

Member

yes

01/2021

Jun 1, 2021

Feb 28, 2024

Rajan, Suresh

Manager

yes

04/2012

Jun 1, 2021

Feb 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$152M

n/a

2024

Feb 19, 2025

$146M

n/a

2023

Feb 8, 2024

$123M

$1.6M

2022

Mar 27, 2023

$121M

$1.3M

2021

Feb 9, 2022

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$152M

$146M

3.9%

$121M

7.8%