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LOCKYER WEALTH MANAGEMENT
LOCKYER INVESTMENTS LLC
CRD 335643
9400 W HIGGINS RD SUITE 400, ROSEMONT, IL, 60018, United States
Phone
847 282 0318
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.3M
Discretionary AUM
$2.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.1M |
| High net worth individuals | 1 | $150K |
All web addresses on file
Official SEC filing: View on IAPD