PPrivate Fund Data Log in Join · $37/mo

Camden Wealth Advisors LLC

● SEC registered since 2009CRD 148518SEC# 801-70004Houston, TX
Export (members)
Reg. AUM
$340.2M
Employees
5
Accounts
518
Location
Houston, TX

Camden Wealth Advisors LLC assets under management

Camden Wealth Advisors LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2009. It reports $340.2 million in regulatory assets under management and employs 5 people.

Camden Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Alvaro Trullenque ControlManaging Member/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Camden Wealth Advisors LLC manage?

Camden Wealth Advisors LLC reports $340.2 million in regulatory assets under management on its Form ADV.

How many employees does Camden Wealth Advisors LLC have?

Camden Wealth Advisors LLC reports 5 employees.

Where is Camden Wealth Advisors LLC located?

Camden Wealth Advisors LLC is based in Houston, TX and has been SEC-registered since 2009.

Does Camden Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address1707 1/2 Post Oak Boulevard, #578, Houston, TX 77056
Phone713-341-5312
Fax832-830-8040
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$336.8M
Non-discretionary$3.4M
Total (RAUM)$340.2M