CAMBRIA WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$367K

Accounts

315

Employees

Advisory reps

Firm details

Headquarters: SARASOTA, Florida
CRD number: 335458
Registered since: May 28, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.82%
Individuals17.79%
Charitable Organizations0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambria Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and markets itself as a capital allocator that selects third‑party managers in addition to providing direct portfolio management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fees are charged as a percentage of AUM and via fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. FINRA/SEC registration activity lists 2025 as the SEC registration year.