Cambridge Wealth Management, LLC
Cambridge Wealth Management, LLC is an SEC-registered wealth manager in Cambridge, NY with $31.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Cambridge Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172938, SEC 801-121059, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $31.8M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Cambridge, NY
- Employees
- 1
- Clients
- 26
- CRD
- 172938
- Ownership
- LOCKROW, MITSUO, ELI
How much AUM does Cambridge Wealth Management, LLC have?
Cambridge Wealth Management, LLC reported $31.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Cambridge Wealth Management, LLC?
Disclosed owners and executives of Cambridge Wealth Management, LLC include LOCKROW, MITSUO, ELI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.