Lakewood Asset Management, LLC
Lakewood Asset Management, LLC is an SEC-registered wealth manager in Naperville, IL with $248.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lakewood Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174887, SEC 801-113632, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $248.7M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Naperville, IL
- Employees
- 5
- Clients
- 156
- CRD
- 174887
- Ownership
- GREENVIEW LLC; DEERWOOD ASSET MANAGEMENT LLC; MICK, TODD, J; SECURUS INVESTMENT MANAGEMENT LLC; CALL, BROOKS, JASON
How much AUM does Lakewood Asset Management, LLC have?
Lakewood Asset Management, LLC reported $248.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Lakewood Asset Management, LLC?
Disclosed owners and executives of Lakewood Asset Management, LLC include GREENVIEW LLC, DEERWOOD ASSET MANAGEMENT LLC, MICK, TODD, J, SECURUS INVESTMENT MANAGEMENT LLC, CALL, BROOKS, JASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.