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Michael Rudolf Wehrli

Lcr Wealth Management LLC

Westport, CT

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Current Employers
Lcr Wealth Management Llc

518 Riverside Ave Building A, Floor 2, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-25
CT RA APPROVED 2022-05-25
  • TX RA
    APPROVED_RES
    Since 2025-02-25
  • CT RA
    APPROVED
    Since 2022-05-25

Branch Locations

518 Riverside Ave Building A, Floor 2, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Wilton CT 04/2012 05/2021
Lcr Capital Partners Westport CT 06/2021 12/2021
Lcr Wealth Management Westport CT 01/2022 Present
Lcr Wealth Management Westport CT 04/2022 Present
Nudge Capital, Llc Rye NY 08/2019 08/2019
  • 04/2012 → 05/2021
    Student
    Wilton, CT
  • 06/2021 → 12/2021
    Lcr Capital Partners
    Westport, CT
  • 01/2022 → Present
    Lcr Wealth Management
    Westport, CT
  • 04/2022 → Present
    Lcr Wealth Management
    Westport, CT
  • 08/2019 → 08/2019
    Nudge Capital, Llc
    Rye, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-25
Other Names
  • Michael R Wehrli

View on SEC IAPD

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Other Offices

QUORUS INC. · WESTPORT, CT
DIVYDE CAPITAL PARTNERS L.P. · WESTPORT, CT
MORGAN STANLEY · Westport, CT
EQUITABLE ADVISORS, LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
SENECA WEALTH ADVISORS, LLC · WESTPORT, CT
PARK AVENUE SECURITIES LLC · WESTPORT, CT

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