LOCKYER WEALTH MANAGEMENT

LOCKYER WEALTH MANAGEMENT of ROSEMONT, IL is an SEC-registered investment adviser (CRD 335643). Regulatory assets under management: $2.3M.

Registration

• CRD: 335643
• Type: Registered investment adviser
• Location: 9400 W HIGGINS RD SUITE 400, ROSEMONT, IL, 60018
• Phone: 847 282 0318
• Latest filing: 2026-06-02
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search