Lockwood Wealth Strategies, LLC
Lockwood Wealth Strategies, LLC is an SEC-registered mass-market adviser with $41.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lockwood Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327781, data through 2024-05-09.
- AUM (assets under management / regulatory AUM)
- $41.3M (2024-05-09)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 45
- CRD
- 327781
- Ownership
- LOCKWOOD, BRANDON, ROBERT
How much AUM does Lockwood Wealth Strategies, LLC have?
Lockwood Wealth Strategies, LLC reported $41.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-05-09).
Who owns Lockwood Wealth Strategies, LLC?
Disclosed owners and executives of Lockwood Wealth Strategies, LLC include LOCKWOOD, BRANDON, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.