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| Happy Holidays!! thanks for using AUM13F!! |
| Lansdowne Wealth Management LLC
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|---|---|
| CRD # | 155422 |
| SEC # | 801-132336 |
| CIK # | |
| AUM | $214.1 M (2025-06-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 860-245-5078 |
| Address | 34 Water Street Mystic, CT 06355 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 32.1 |
| (b) Individuals (high net worth individuals) | 139 | 182.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 778 | 214.1 |
| By Discretionary | ||
| Discretionary | 778 | 214.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 778 | 214.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.1 | |
| Total | 778 | 214.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cutter Financial Group LLC
✚
|
MA | 0.2 |
|
Prevail Wealth Management LLC
✚
|
WA | 0.2 |
|
Conscious Wealth Investments LLC
✚
|
0.2 | |
|
CHB Investment Group LLC
✚
|
PA | 0.2 |
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Paladin Advisory Group LLC
✚
|
IA | 0.2 |
|
NERD Wallet Wealth Partners
✚
|
NY | 0.2 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |