Michael Rudolf Wehrli
Investment adviser representative at Lcr Wealth Management LLC
14 yearsExperience
2 statesRegistered in
$151.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Lcr Wealth Management LLCJan 2022 to now
- Lcr Capital PartnersJun 2021 to Dec 2021
- Nudge Capital, LLCAug 2019 to Aug 2019
- StudentApr 2012 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Lcr Wealth Management LLC
$151.8MAssets managed
78Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7532941
- Firm CRD
- 313013