Cambria Wealth Management
Cambria Wealth Management is an SEC-registered wealth manager in Sarasota, FL with $115.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cambria Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335458, SEC 801-132855, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $115.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Sarasota, FL
- Employees
- 2
- Clients
- 105
- CRD
- 335458
- Ownership
- Rees, Justin, David
How much AUM does Cambria Wealth Management have?
Cambria Wealth Management reported $115.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Cambria Wealth Management?
Disclosed owners and executives of Cambria Wealth Management include Rees, Justin, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.