|
⚲
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| Campbell Deegan Wealth Management LLC
✚
| |
|---|---|
| CRD # | 293020 |
| SEC # | 801-112661 |
| CIK # | |
| AUM | $565.0 MM (2024-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 804-913-1114 |
| Address | 8730 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 135.4 |
| (b) Individuals (high net worth individuals) | 169 | 428.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,611 | 565.0 |
| By Discretionary | ||
| Discretionary | 1,337 | 391.4 |
| Non-Discretionary | 274 | 173.6 |
| Total | 1,611 | 565.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 565.0 | |
| Total | 1,611 | 565.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ERTS Wealth Advisors LLC
✚
|
MI | 0.6 |
|
American Wealth Management
✚
|
NV | 0.6 |
|
Newbridge Financial Services Group Inc
✚
|
FL | 0.6 |
|
49 Wealth Management LLC
✚
|
TX | 0.6 |
|
Forthright Wealth Management LLC
✚
|
GA | 0.6 |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.6 |
|
Northcape Wealth Management LLC
✚
|
NY | 0.6 |
|
Granite Group Advisors LLC
✚
|
CT | 0.6 |
|
Wambolt & Associates LLC
✚
|
CO | 0.6 |
|
BNC Wealth Management LLC
✚
|
OR | 0.6 |