CAMBRIDGE WEALTH MANAGEMENT, LLC

Overview

Cambridge Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as an individually owned LLC focused on serving individuals and families. The firm combines financial planning with portfolio management for both individual and small business clients, and it positions itself as a capital allocator—selecting outside managers and allocating client capital to external fund managers when appropriate. Fee arrangements are flexible, including asset‑based fees, hourly billing and fixed fees. The firm does not list ESG investing as an active focus and is not registered as a multi‑state adviser. Service lines include comprehensive financial planning, discretionary portfolio management, non‑discretionary advisory relationships, manager selection and educational seminars. That mix suggests Cambridge Wealth Management constructs client strategies in‑house where appropriate while outsourcing specialized sleeves (for example, alternatives or private real estate) to third‑party managers.

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Public Holdings

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Location & Offices