Larchmont Wealth Advisors

Overview

Larchmont Wealth Advisors operates as an independent registered investment adviser focused on individuals and families, with additional work for small business clients. The firm charges on a percentage-of-assets basis and also offers hourly billing, and its advisory services center on financial planning and portfolio management. Larchmont presents as a small, locally oriented practice that outsources portfolio implementation largely through public funds and mutual funds while supplementing client allocations with third‑party alternative managers when appropriate. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its business model is typical of small RIAs that provide bespoke planning and discretionary management for a limited client base rather than running large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices