Cambridge Wealth Management, LLC
● SEC registered since 2021CRD 172938SEC# 801-121059Cambridge, NY
Reg. AUM
$31.8M
Employees
1
Accounts
88
Location
Cambridge, NY
Cambridge Wealth Management, LLC assets under management
Cambridge Wealth Management, LLC operates as an SEC-registered investment adviser based in Cambridge, NY. The firm has been registered since 2021. It reports $31.8 million in regulatory assets under management and employs 1 people.
Cambridge Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitsuo Eli Lockrow Control | Owner, Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Cambridge Wealth Management, LLC manage?
Cambridge Wealth Management, LLC reports $31.8 million in regulatory assets under management on its Form ADV.
How many employees does Cambridge Wealth Management, LLC have?
Cambridge Wealth Management, LLC reports 1 employees.
Where is Cambridge Wealth Management, LLC located?
Cambridge Wealth Management, LLC is based in Cambridge, NY and has been SEC-registered since 2021.
Does Cambridge Wealth Management, LLC disclose fund performance?
Cambridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Washington St., Suite 2, Cambridge, NY 12816 |
| Phone | 518-677-3781 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$31.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$31.8Mregulatory AUM
Discretionary $25.6MNon-discretionary $6.2M