$115.7M Total AUM
$115.7M Disc. AUM
-- 3Y CAGR
2 Employees
105 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
240 S. Pineapple Ave. Suite 204 Sarasota FL
About Cambria Wealth Management
Cambria Wealth Management is a Sarasota, FL fiduciary wealth manager led by CFP professional Justin Rees. The firm provides comprehensive financial planning and retirement-focused advice, integrating tax and estate planning strategies with a proprietary investment research and portfolio management process. Client engagement follows a discovery-to-monitoring process; assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$115.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
Justin David Rees
Chief Compliance Officer, Managing Member
- CRD
- #5570895
- Ownership
- 75% or more
Available
Available
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R
Roman Spear
--
- CRD
- #6983672
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,735,000 | $367,413 |
| Non-Discretionary | $0 | -- |
| Total | $115,735,000 | $367,413 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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