$80.6M Total AUM
$80.6M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2024
- Office Locations
- 1
Office Locations
-- Houston TX
About Lockwood Wealth Strategies, LLC
Lockwood Wealth Strategies is an independent, fee-only RIA based in Houston serving clients nationwide. The firm provides comprehensive wealth management spanning financial and retirement planning, investment management, and estate planning. Portfolios are primarily ETF-based, and the practice runs client custody/workflows on Altruist with planning supported by eMoney.
Team overview
-- AVG AGE
$80.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Technology
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Owner & Executives
B
BRANDON ROBERT LOCKWOOD
Chief Compliance Officer, Founder, President, PRINCIPAL
- CRD
- #4952640
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,613,777 | $917,142 |
| Non-Discretionary | $0 | -- |
| Total | $80,613,777 | $917,142 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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