Mitsuo Lockrow
Cambridge Wealth Management · Cambridge, New York
Mitsuo Lockrow is a fee-only financial advisor at Cambridge Wealth Management in Cambridge, New York. Mitsuo focuses on retirement planning and tax planning. Cambridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Cambridge Wealth Management |
|---|---|
| Based in | Cambridge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.8M across 88 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2640883 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cwllc.com |
| Profile |
How Mitsuo's firm compares
- Cambridge Wealth Management's average account is about $362,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Mitsuo
Is Mitsuo Lockrow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitsuo holds no broker registration, and Cambridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitsuo charge for financial advice?
Mitsuo's firm, Cambridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitsuo Lockrow based?
Mitsuo Lockrow is based in Cambridge, New York.
What does Mitsuo specialize in?
Mitsuo's specialties include retirement planning and tax planning. Mitsuo works with retirees and pre-retirees.
Is Mitsuo Lockrow registered with the SEC?
Yes. Mitsuo Lockrow is registered as an investment adviser representative in NY and TX (CRD 2640883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Wealth Management manage?
Cambridge Wealth Management reports $31.8M across 88 accounts in assets under management.
How do I contact Mitsuo Lockrow?
Through Mitsuo's website, www.cwllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cambridge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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