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LAKEWOOD ASSET MANAGEMENT, LLC

NAPERVILLE, IL · CRD 174887 · IAPD ↗ · lakewoodasset.com · 312-543-1772

$248.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — LAKEWOOD ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — LAKEWOOD ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2025 — LAKEWOOD ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — LAKEWOOD ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.