Lansdowne Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Lansdowne Wealth Management reports 357 clients. They include 240 individual clients and 117 high-net-worth individuals. Of its assets, 100.0% ($228M across 689 accounts) are managed with discretion. Of its clients, 51% are outside the U.S. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 13% |
| High-net-worth individuals | 33% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 240 | $29.2M | 12.8% | $122K |
| High-net-worth individuals | 117 | $198M | 87.2% | $1.7M |
| Total | 357 | $228M | 100% | $638K |
- Clients
- 240
- Regulatory AUM
- $29.2M
- AUM share
- 12.8%
- Avg. per client
- $122K
- Clients
- 117
- Regulatory AUM
- $198M
- AUM share
- 87.2%
- Avg. per client
- $1.7M
Total
- Clients
- 357
- Regulatory AUM
- $228M
- AUM share
- 100%
- Avg. per client
- $638K
- Clients outside the U.S.
- 51%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Lansdowne Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Billed at $250 an hour, or as a flat fee typically starting at $3,500 and rising with complexity; the fees are negotiable and paid partly in advance.
Robert Henderson owns 75% or more of Lansdowne Wealth Management. The leadership team of Lansdowne Wealth Management includes Chief Compliance Officer Robert Henderson. It has 7 employees, 6 of them in advisory roles.
Leadership
Robert HendersonManaging Member/Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Lansdowne Wealth Management, LLC
Robert Henderson
Control person · since October 2010
Lansdowne Wealth Management’s regulatory assets grew from $214M (June 2025) to $228M (March 2026); clients fell from 427 to 357 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $228M | 357 | 7 | 1 |
| June 2025 | $214M | 427 | 7 | 1 |
Besides its headquarters, Lansdowne Wealth Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 34 Water Street, Unit 2a, MysticHQ
Contact and registration details
- Legal name
- Lansdowne Wealth Management, LLC
- Headquarters
- 34 Water Street, Unit 2a, Mystic, CT 06355
- Website
- lwmwealth.com
- Phone
- 860-245-5078
- SEC file
- 801-132336
- Structure
- Connecticut LLC
- Fiscal year end
- December
Lansdowne Wealth Management uses Fidelity ($228M) as custodian for its separately managed accounts. Lansdowne Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $228M100%
At year end, Lansdowne Wealth Management’s separately managed accounts were mostly in stocks (51%) and funds (36%).
What the accounts hold
- Stocks51%
- Funds36%
- Bonds10%
- Sovereign bonds6%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Lansdowne Wealth Management have?
Lansdowne Wealth Management has 357 clients and manages $228 million for them, as of March 2026. They include 240 individual clients and 117 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Lansdowne Wealth Management offer?
Lansdowne Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lansdowne Wealth Management use?
Lansdowne Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Lansdowne Wealth Management have?
Lansdowne Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lansdowne Wealth Management invest in?
At the end of its last fiscal year, Lansdowne Wealth Management’s separately managed accounts held 51% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 6% sovereign bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lansdowne Wealth Management?
Lansdowne Wealth Management’s direct owner is Robert Henderson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Lansdowne Wealth Management get paid?
Lansdowne Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lansdowne Wealth Management?
Lansdowne Wealth Management’s main office is at 34 Water Street, Unit 2a, Mystic, CT 06355. Its phone number is 860-245-5078. Its website is lwmwealth.com.