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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cambridge Wealth Advisors LLC
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|---|---|
| CRD # | 148889 |
| SEC # | 801-125703 |
| CIK # | 0001913203 |
| AUM | $211.1 M (2025-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-594-4015 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.7 |
| (b) Individuals (high net worth individuals) | 7 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 200.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 211.1 |
| By Discretionary | ||
| Discretionary | 14 | 10.8 |
| Non-Discretionary | 19 | 200.3 |
| Total | 33 | 211.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.1 | |
| Total | 33 | 211.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Blueline Advisors LLC
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|
NH | 0.2 |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |
|
Argo Wealth Advisory LLC
✚
|
VA | 0.2 |
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Consilium LLC
✚
|
0.2 | |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |