CAMBRIDGE WEALTH ADVISORS, LLC
Doing business as CAMBRIDGE RETIREMENT PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$237,029,977
Discretionary
$9,334,827
Non-discretionary
$227,695,150
Firm details
- CRD number
- 148889
- SEC file number
- 801-125703
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.