Michael Wehrli
LCR Wealth Management · Westport, Connecticut
Michael Wehrli is a fee-only financial advisor at LCR Wealth Management in Westport, Connecticut. Michael charges a percentage of assets.
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Facts
| Firm | LCR Wealth Management |
|---|---|
| Based in | Westport, Connecticut |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $151.8M across 187 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 7532941 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | lcrwealth.com |
| Profile |
How Michael's firm compares
- LCR Wealth Management's average account is about $812,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Michael
Is Michael Wehrli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and LCR Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets.
Where is Michael Wehrli based?
Michael Wehrli is based in Westport, Connecticut.
Is Michael Wehrli registered with the SEC?
Yes. Michael Wehrli is registered as an investment adviser representative in CT and TX (CRD 7532941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LCR Wealth Management manage?
LCR Wealth Management reports $151.8M across 187 accounts in assets under management.
How do I contact Michael Wehrli?
Through Michael's website, lcrwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LCR Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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