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Building 2LOCKWOOD WEALTH STRATEGIES, LLC

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Phone(346) 487-8700
NotebookSEC #801-129400
Total AUM
$41.3M
Employees
2
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(346) 487-8700

ReceiptFinancials

Total AUM
$41.3M
Accounts
45
Discretionary
$41.3M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$16.2M
HNW Individual Clients
15
AUM
$25M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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