LOCK WEALTH MANAGEMENT

LOCK WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 333242). Regulatory assets under management: $296K.

Registration

• CRD: 333242
• Type: Registered investment adviser
• Phone: 404-590-6884
• Latest filing: 2026-03-16
• Regulatory AUM: $296K
• Discretionary AUM: $296K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search