CAMDEN WEALTH ADVISORS LLC
Adviser information for CAMDEN WEALTH ADVISORS LLC last updated from Form ADV on March 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 516 | $320.1M |
| Non-Discretionary | 6 | $3.2M |
| Total | 522 | $323.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 56 | $12.6M |
| HNW Individuals | 96 | $310.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $29,869 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 4 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)FAMILY OFFICE SERVICES |
|---|---|
| Compensation | % of AUMFixed feesFAMILY OFFICE SERVICES |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-70004 |
|---|---|
| SEC ERA File Number | 801-70004 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 148518 |
| Legal Entity Identifier | None |
Principal Office
1707 1/2 POST OAK BOULEVARD#578
HOUSTON
TX
United States
Monday - Friday, 9AM TO 5PM
Tel: 713-341-5312, Fax: 832-830-8040
Chief Compliance Officer
ALVARO TRULLENQUE
MANAGING MEMBER
5118 WEST OAK MEWS
HOUSTON
TX
United States
Tel:
713-341-5310
Fax:
832-830-8040
A**********@***************M
(Full email address available in API data)
Industry Affiliates
| INSCRIPTION FAMILY OFFICE, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TRULLENQUE, ALVARO | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 03/2009 | > 75% |