LOCKYER WEALTH MANAGEMENT
Firm details
- Headquarters
- ROSEMONT, Illinois
- CRD number
- 335643
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals93.42%
- HNWI6.58%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Lockyer Wealth Management is an independent RIA structured as an LLC and owned by an individual. The firm works primarily with individual and family households and charges clients on a percentage-of-AUM basis. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and market‑timing services. The firm does not position itself as an ESG-focused adviser, is not multi‑state, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents6%
Contacts
1 of 1MARK LOCKYER
PresidentCRD 5904309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSEMONT, IL
COOK
Location
ROSEMONT, IL
Headquartered in ROSEMONT, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 9400 W Higgins Rd
- Time zone
- CT (UTC-6)
- Office locations
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