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Ilka Komatsu

Lcr Wealth Management LLC

Westport, CT

CRD 3184820

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Employer firm

Lcr Wealth Management LLC CRD 313013

$152M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lcr Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-11-19
  • CT RA
    APPROVED
    Since 2021-11-19

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
Lcr Capital Partners Westport CT 12/2014 03/2026
Lcr Wealth Management Westport CT 11/2021 03/2026
Third Lake Associates Tampa FL 03/2026 Present
  • 12/2014 → 03/2026
    Lcr Capital Partners
    Westport, CT
  • 11/2021 → 03/2026
    Lcr Wealth Management
    Westport, CT
  • 03/2026 → Present
    Third Lake Associates
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
S66 Uniform Combined State Law Examination 2001-08-03
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
  • S66 Uniform Combined State Law Examination
    2001-08-03
Other Names
  • Ilica Komatsu

View on SEC IAPD

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