Be advised. This firm is no longer registered.

Cambridge Wealth Management

Cambridge Wealth Management (CRD# 127761) is a financial advisory firm headquartered in Westlake Village, CA. They manage $47,172,522 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3717 East Thousand Oaks Blvd.,, Suite 262, Westlake Village, CA 91362
http://www.cambridgewealth.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $352,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cambridge Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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