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CAMELBACK WEALTH MANAGEMENT, LLC
PHOENIX, AZ
602-424-5430
SEC #801-68382Total AUM
$7.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2701 E CAMELBACK ROAD
SUITE 180
PHOENIX
AZ 85016-4332
USA
SUITE 180
PHOENIX
AZ 85016-4332
USA
Operating Hours
8-4
Monday - Friday
Monday - Friday
Phone
602-424-5430
Financials
Total AUM
$7.8M
Accounts
39Discretionary
$7.4M
Accounts
34Non-Discretionary
$450K
Accounts
5
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.