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Cambridge Wealth Advisors, LLC

● SEC registered since 2022CRD 148889SEC# 801-125703
Export (members)
Reg. AUM
$237M
Employees
2
Accounts
51
Location

Cambridge Wealth Advisors, LLC assets under management

Cambridge Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $237 million in regulatory assets under management and employs 2 people.

Cambridge Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Raymond Neal Cornelius ControlChief Compliance Officer50-75%2008
Robert Allen Noble ControlManaging Member50-75%2009

Frequently asked questions

How much does Cambridge Wealth Advisors, LLC manage?

Cambridge Wealth Advisors, LLC reports $237 million in regulatory assets under management on its Form ADV.

How many employees does Cambridge Wealth Advisors, LLC have?

Cambridge Wealth Advisors, LLC reports 2 employees.

Does Cambridge Wealth Advisors, LLC disclose fund performance?

Cambridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone404-594-4015
Fax877-292-5905
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1913203
Discloses disciplinary historyNo

Assets under management

Discretionary$9.3M
Non-discretionary$227.7M
Total (RAUM)$237M