# CAMBRIDGE WEALTH MANAGEMENT, LLC

CAMBRIDGE WEALTH MANAGEMENT, LLC of CAMBRIDGE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 172938
- Type: SEC-registered investment adviser
- SEC file number: 801-121059
- Location: 5 WASHINGTON ST., SUITE 2, CAMBRIDGE, NY, 12816
- Phone: 518-677-3781
- Latest filing: 2026-04-02
- Regulatory AUM: $31.8M
- Discretionary AUM: $25.6M
- Non-discretionary AUM: $6.2M
- Clients: 1
- Accounts: 88

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Mitsuo Eli Lockrow | OWNER, CHIEF COMPLIANCE OFFICER | — |
| LOCKROW MITSUO ELI | OWNER, CHIEF COMPLIANCE OFFICER; WEALTH STRATEGIST, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172938/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172938/similar
- Related entities: https://search.stillhousedata.com/firm/172938/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172938

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.