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| Keyboard |
| Cambridge Wealth Advisors LLC
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|---|---|
| CRD # | 148889 |
| SEC # | 801-125703 |
| CIK # | 0001913203 |
| AUM | 237.0 M (2026-03-03) |
| 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) | 6 | 1.9 |
| (b) Individuals (high net worth individuals) | 0 | 9.9 |
| (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 | 18 | 225.2 |
| (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 | 51 | 237.0 |
| By Discretionary | ||
| Discretionary | 28 | 9.3 |
| Non-Discretionary | 23 | 227.7 |
| Total | 51 | 237.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.0 | |
| Total | 51 | 237.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lighthouse Wealth Management Inc
✚
|
OH | 237.6 M |
|
Montcalm TCR LLC
✚
|
CA | 237.5 M |
|
Capital Financial Group Inc
✚
|
CO | 237.4 M |
|
Redemption Capital Partners LLC
✚
|
TX | 237.3 M |
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |
|
Clarity Wealth Management LLC
✚
|
AZ | 236.8 M |
|
Axiom Investment Management LLC
✚
|
NY | 236.8 M |
|
Your Private Client Group Inc
✚
|
236.7 M | |
|
Spectrum Financial Inc
✚
|
VA | 236.5 M |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 236.4 M |