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Cambridge Wealth Management, LLC

● SEC registered since 2021CRD 172938SEC# 801-121059Cambridge, NY
Export (members)
Reg. AUM
$29.6M
Employees
1
Accounts
93
Location
Cambridge, NY

Cambridge Wealth Management, LLC assets under management

Cambridge Wealth Management, LLC operates as an SEC-registered investment adviser based in Cambridge, NY. The firm has been registered since 2021. It reports $29.6 million in regulatory assets under management and employs 1 people.
www.facebook.com/cambridgewealthmanagementView on SEC.gov ↗

Cambridge Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mitsuo Eli Lockrow ControlOwner, Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Cambridge Wealth Management, LLC manage?

Cambridge Wealth Management, LLC reports $29.6 million in regulatory assets under management on its Form ADV.

How many employees does Cambridge Wealth Management, LLC have?

Cambridge Wealth Management, LLC reports 1 employees.

Where is Cambridge Wealth Management, LLC located?

Cambridge Wealth Management, LLC is based in Cambridge, NY and has been SEC-registered since 2021.

Does Cambridge Wealth Management, LLC disclose fund performance?

Cambridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Washington St., Suite 2, Cambridge, NY 12816
Phone518-677-3781
Office hours8:30 a.m. To 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$23.8M
Non-discretionary$5.8M
Total (RAUM)$29.6M