RIA Intel›Advisers›Massachusetts›LARCHMONT WEALTH ADVISORS, LLC

LARCHMONT WEALTH ADVISORS, LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MA

#1,502

of 1,590 advisers by AUM

Average account

$91K

across 48 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

DOUGHERTY PAUL F.

$4M

MOMENTUM INVESTMENT MANAGEMENT, LLC

$4M

P2, LLC

$5M

BOSTON INVESTMENT TRUST MANAGEMENT, INC.

BRIDGEWATER, MA

$5M

FONTANA CAPITAL, L.L.C.

WINCHESTER, MA

$4M

-94.4% 1Y

PROTEGRO, INC.

$5M

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