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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About Campbell & Company Wealth Management, LLC
Campbell & Company Wealth Management, LLC is a Spring Hill-based RIA. The firm has been operating for 1 years. Managing $10 in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1 clients, or 0.5 clients per representative. That equates to $10 in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
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Owner & Executives
JACQUELYN RENEA CAMPBELL
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6364442
- Ownership
- 75% or more
MONICA Lynn Wahl
--
- CRD
- #8262308
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Campbell & Company Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.