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| Cambridge Wealth Management LLC
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|---|---|
| CRD # | 172938 |
| SEC # | 801-121059 |
| CIK # | |
| AUM | $31.8 M (2026-04-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-677-3781 |
| Address | 5 Washington St Cambridge, NY 12816 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 1.9 |
| (b) Individuals (high net worth individuals) | 15 | 29.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 31.8 |
| By Discretionary | ||
| Discretionary | 81 | 25.6 |
| Non-Discretionary | 7 | 6.2 |
| Total | 88 | 31.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.8 | |
| Total | 88 | 31.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brueske Advisory Services LLC
✚
|
WA | 0.0 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |
|
DMLO Wealth Planning LLC
✚
|
KY | 0.0 |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Eden Advisory Services LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
GFM Asset Management LLC
✚
|
0.0 | |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Derryrush Wealth Management LLC
✚
|
NY | 0.0 |