REES WEALTH MANAGEMENT, LLC
Doing business as CAMBRIA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$115,735,000
Discretionary
$115,735,000
Non-discretionary
$0
Firm details
- CRD number
- 335458
- SEC file number
- 801-132855
- Main office
- SARASOTA, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.