Lansdowne Wealth Management, LLC logo

Lansdowne Wealth Management, LLC

Updated today

Client assets under management

$227,733,000

Clients

357

33% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

51

Low

Average account size

$637,908

About

Lansdowne Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning services. The firm reported approximately $227.7 million in discretionary assets under management across about 357 client accounts and operates with a seven-advisor team.

Lansdowne develops a written Investment Policy Statement for each client and typically seeks discretionary authority to implement the agreed asset allocation and trading approach. The firm employs a mix of charting, fundamental, technical and cyclical analysis and uses both long- and short-term strategies, with accounts reviewed on a monthly basis.

The firm’s practice is notable for a substantial non-U.S. client base and for adviser affiliations with a foreign-registered investment adviser and with firms that are authorized to provide insurance and pension services in the EEA. Those outside business activities can include offering insurance-based or commissionable products through affiliated networks; such relationships are disclosed to clients and clients are not required to use those services.

Client services

Financial planning Portfolio management

Expertise

Divorce financial planning

Fee options

Fixed

Financial Planning flat fees typically start at $3,500 and increase based on complexity; Dunhill Investment Supervisory Services above $5,000,000 assets charged fixed $25,000 flat fee

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.50% $5,000,000+: Negotiable

Project-based

Financial Planning hourly fees typically $250/hour

Other

Account minimum: $250,000 (may be waived) Minimum fee: Dunhill Investment Supervisory Services has a minimum fee of $2,500 annually Fee-only: Investment Supervisory Services fees as tiered above; Financial Planning fees charged as flat fees or hourly rates

Main office location

Lansdowne Wealth Management, LLC

34 Water Street, Unit 2 A

Mystic CT 06355, United States

Number of offices

1

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Reuben W

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.

Divorce financial planning
user avatar

Joshua M

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Joshua Madden is a Series 65 licensed financial advisor with Dunhill Financial, bringing four years of industry experience. He has worked at various firms including Lansdowne Wealth Management and BFMI & BFMCL. Outside of his advisory role, Madden is actively involved in the Adur Ukraine Support Association in the UK, serving as a committee member and trustee to support displaced Ukrainians and promote Ukrainian culture. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform, serving a notable non-U.S. client base with an approach that combines algorithmic allocations and portfolio manager oversight.

Divorce financial planning
user avatar

Ann H

CFP®, Series 63, Series 65, Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

Divorce financial planning
user avatar

Brian D

Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Brian Dunhill is a financial advisor at Lansdowne Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including BFMI & BFMCL and Concert Wealth Management, Inc. Outside of his advisory role, Dunhill is secretary of the Adrian Leeds Group and serves on the boards of the American Club of Brussels and the Sharkey Foundation. He is also a member of the Forbes Finance Council. Lansdowne Wealth Management serves individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a team-based approach using a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with an international footprint supported by affiliated foreign-registered advisory networks.

Divorce financial planning
user avatar

Isa H

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Isa Hantzsch is a Series 65-licensed advisor at Lansdowne Wealth Management, LLC with five years of industry experience. She has held roles at Dunhill Financial, LLC since 2014 and serves as the Compliance Officer there while remaining dually registered with both firms. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm employs a range of analytical strategies and emphasizes portfolio construction, asset allocation, and ongoing monitoring, managing approximately $214 million across about 427 client relationships.

Divorce financial planning
user avatar

Robert H

CFP®, Series 63, Series 66

Mystic, CT

Lansdowne Wealth Management, LLC

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

Divorce financial planning
user avatar

Kamaljit S

Series 65

Mystic, CT

Lansdowne Wealth Management, LLC

Kamaljit Somal is a Series 65-licensed advisor with Dunhill Financial, bringing four years of industry experience. His background includes roles at Lansdowne Wealth Management and Dunhill Financial entities, as well as service with the Royal Air Force. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that incorporates algorithmic allocations overseen by portfolio managers.

Divorce financial planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")