Overview
Assets Under Management: $116 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
CAMBRIA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335458), CAMBRIA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CAMBRIA WEALTH MANAGEMENT is headquartered in SARASOTA, FL.
CAMBRIA WEALTH MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CAMBRIA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CAMBRIA WEALTH MANAGEMENT manages $116 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CAMBRIA WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.82%
Average Client Assets: $2.2 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 335458
Filing ID: 2033690
Last Filing Date: 2026-03-24 12:15:05