Lockwood Wealth Strategies, LLC

Overview

Lockwood Wealth Strategies, LLC is an independent, owner-operated registered investment adviser formed in 2024 that focuses on fee-based portfolio management and financial planning for individuals and families. The firm operates as a capital allocator: it manages discretionary portfolios while also selecting and overseeing third-party advisers where appropriate. Its advisory services emphasize personalized portfolio construction for individuals and small-business owners, with an investment tilt toward publicly traded equities. Investment activity shows a clear equity preference. Exchange-traded equities dominate the firm’s managed assets, and the adviser supplements core equity exposure with pooled vehicles and external managers when seeking diversification or specialized strategies. Lockwood Wealth Strategies does not characterize itself as an active ESG investor and concentrates its business on a single-state client base and a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices