# LOCKWOOD WEALTH STRATEGIES, LLC

LOCKWOOD WEALTH STRATEGIES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 327781
- Type: SEC-registered investment adviser
- SEC file number: 801-129400
- Phone: (346) 487-8700
- Latest filing: 2026-02-12
- Regulatory AUM: $80.6M
- Discretionary AUM: $80.6M
- Clients: 2
- Accounts: 205

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LOCKWOOD BRANDON ROBERT | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327781/similar
- Related entities: https://search.stillhousedata.com/firm/327781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327781

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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.