$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 10-21-2025
- Office Locations
- 1
Office Locations
9400 W Higgins RD Suite 400 Rosemont IL
About Lockyer Wealth Management
Lockyer Wealth Management is a Rosemont-based RIA. The firm has been operating for 0 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$253.2K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
Optima atlas Eagle catalyst
Client Personas
Crest
Custodian
Harbor Alpha fusion Prime signal
Investment Themes
Vector Fusion
Investment Vehicles
Signal
Platform
Radial optima
Services
Vital Vital Glacier unison Pathway oak Atlas fusion Wave
Technology
Foundation
Owner & Executives
M
MARK EDWARD LOCKYER
President
- CRD
- #5904309
- Ownership
- 75% or more
(567) 300-2886
momentum.north@focuscapital.com
in linkedin.com/in/north-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,278,694 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,278,694 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,278,694
Equity - Exchange:
29.2% Public Funds:
22.0% Cash:
48.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,605,646,307 | 29.2% |
| Public Funds | $1,209,733,519 | 22.0% |
| Cash | $2,683,408,897 | 48.8% |
| Total | $5,498,788,723 | 100.0% |