CAMBRIDGE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$31,820,998
Discretionary
$25,574,240
Non-discretionary
$6,246,758
Firm details
- CRD number
- 172938
- SEC file number
- 801-121059
- Main office
- CAMBRIDGE, NY, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.