Camarda Wealth Advisory Group
Camarda Wealth Advisory Group is an SEC-registered wealth manager in Fleming Island, FL with $315.4M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Camarda Wealth Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113784, SEC 801-61028, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $315.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Fleming Island, FL
- Employees
- 17
- Clients
- 286
- CRD
- 113784
- Ownership
- CAMARDA, JEFFREY, MICHAEL FRANKLIN; CAMARDA, KIMBERLY, ANN; KIMBERLY K. CAMARDA AND JEFFREY M. CAMARDA, AS TRUSTEE OF THE KIMBERLY K. CAMARDA TRUST CREATED UNDER THE CAMARDA FAMILY TRUST; JEFFREY M. CAMARDA AND KIMBERLY K. CAMARDA, AS TRUSTEES OF THE JEFFREY M. CAMARDA TRUST CREATED UNDER THE CAMARDA FAMILY TRUST; SINGULARITY, LLC
How much AUM does Camarda Wealth Advisory Group have?
Camarda Wealth Advisory Group reported $315.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Camarda Wealth Advisory Group?
Disclosed owners and executives of Camarda Wealth Advisory Group include CAMARDA, JEFFREY, MICHAEL FRANKLIN, CAMARDA, KIMBERLY, ANN, KIMBERLY K. CAMARDA AND JEFFREY M. CAMARDA, AS TRUSTEE OF THE KIMBERLY K. CAMARDA TRUST CREATED UNDER THE CAMARDA FAMILY TRUST, JEFFREY M. CAMARDA AND KIMBERLY K. CAMARDA, AS TRUSTEES OF THE JEFFREY M. CAMARDA TRUST CREATED UNDER THE CAMARDA FAMILY TRUST, SINGULARITY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.