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- Custodian
- Axos ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon value
- Established Date
- 03-09-2009
- Office Locations
- 2
Office Locations
About Camden Wealth Advisors LLC
Camden Wealth Advisors is an independent, SEC-registered boutique RIA providing goals-based planning, organization/administration, wealth advisory, and lifestyle management for individuals, families, and family offices. The firm takes an integrated family-office approach and an academically research-driven, capital-protection mindset with active tax management and cost awareness, supported by an open-source institutional platform.
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Owner & Executives
ALVARO TRULLENQUE
Chief Compliance Officer, Managing Member, Managing Principal
- CRD
- #1753281
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MANUEL MALVAEZ
--
- CRD
- #1974963
ALFREDO E MIRANDA
Financial Advisor, General Partner
- CRD
- #6439462
Timber ember
Fusion focus
- CRD
- #14182
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,494,339 | $699,796 |
| Non-Discretionary | $3,819,558 | $636,593 |
| Total | $366,313,897 | $699,072 |
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Separately Managed Accounts
Total SMA Asset: $366,313,897
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $126,783,066 | 11.4% |
| U.S. Government/Agency | $155,698,502 | 14.0% |
| Private Funds | $250,229,735 | 22.5% |
| Equity - Exchange | $77,849,251 | 7.0% |
| Corporate - Investment Grade | $131,231,594 | 11.8% |
| Cash | $200,183,788 | 18.0% |
| Municipal Bonds | $170,156,219 | 15.3% |
| Total | $1,112,132,155 | 100.0% |