Michael Wehrli has been an investment adviser representative at LCR Wealth Management since May 2022, and is not listed among the firm’s executive officers or direct owners.
LCR Wealth Management LLC is a Westport, CT firm with $152M under management, 78 clients and 3 advisers in one office, as of its June 2026 filing.
- LCR Wealth Management LLCCurrent– present · 4 yearsWestport, CT · Adviser representative · Firm CRD 313013
Investment adviser representative registrations
Michael Wehrli is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2022; the most recent is Texas, in February 2025.
- ConnecticutSince 25 May 2022
- TexasResidentSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Rudolf Wehrli
- CRD
- 7532941
- Firm
- LCR Wealth Management · CRD 313013
- Office
- 518 RIVERSIDE AVE, BUILDING A, FLOOR 2, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Wehrli work?
Michael Wehrli is an investment adviser representative registered through LCR Wealth Management LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Wehrli a financial advisor?
Yes. Michael Wehrli has a current investment-adviser registration in Connecticut and Texas, through LCR Wealth Management since May 2022.
How many years of experience does Michael Wehrli have?
Michael Wehrli has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Michael Wehrli passed?
Michael Wehrli passed the Series 65 in May 2022.
Where is Michael Wehrli based?
Michael Wehrli’s registered office is in Westport, CT.
Is Michael Wehrli registered with FINRA?
No. Michael Wehrli has no current broker registration.
How can I verify Michael Wehrli’s record?
Search CRD 7532941 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wehrli’s full registration record.
