CAMBRIDGE WEALTH MANAGEMENT, LLC
CRD #172938 SEC #801-121059 CAMBRIDGE, NY 518-677-3781
SEC Registered
Total AUM
$29.6M
Discretionary
$23.8M
Employees
1
Clients
10
Accounts
93
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | WEALTH STRATEGIST, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | WEALTH STRATEGIST, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOCKROW, MITSUO, ELI | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 4, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
5 WASHINGTON ST.SUITE 2
CAMBRIDGE, NY 12816
United States
Phone: 518-677-3781