LANSDOWNE WEALTH MANAGEMENT, LLC

Overview

Lansdowne Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on public-market equities: filings show a clear preference for exchange-traded equities as the dominant asset class. Lansdowne does not identify as an active ESG investor. The firm is not positioned as a capital allocator to private managers, but it does deploy select alternative exposures through third-party commodity managers and uses annuities and mutual funds where they fit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices