1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAMDEN WEALTH ADVISORS LLC

Map pinHOUSTON, TX
Phone713-341-5312
NotebookSEC #801-70004
Total AUM
$366.3M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1707 1/2 POST OAK BOULEVARD
#578
HOUSTON
TX 77056
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
713-341-5312
Other Offices
5

ReceiptFinancials

Total AUM
$366.3M
Accounts
524
Discretionary
$362.5M
Accounts
518
Non-Discretionary
$3.8M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
58
AUM
$12.2M
HNW Individual Clients
96
AUM
$341.2M
Pension/Profit Sharing Plan Clients
6
AUM
$12.9M
Investment Advisor Clients
1
AUM
$20.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FAMILY OFFICE SERVICES

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLLATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account