Cambria Wealth Management

RIASEC Registered

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
Website: www.cambriawealth.com
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 Clients

Firm profile

FINTRX

Overview

Cambria Wealth Management is an independent RIA organized as an LLC and owned by an individual advisor. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Cambria charges a combination of percentage-of-AUM and fixed fees. It is registered with the SEC, with registration recorded in 2025. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.