Camden Wealth Advisors LLC

Camden Wealth Advisors LLC (CRD# 148518) is a financial advisory firm headquartered in Houston, TX. They manage $323,238,569 in 522 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $619,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Camden Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Manuel Malvaez
CRD#: 1974963
Kingwood, TX

Manuel Malvaez (CRD# 1974963) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Kingwood, TX and has over 34 years of experience in the finance industry.

2
Alfredo E. Miranda
CRD#: 6439462
Houston, TX

Alfredo Miranda (CRD# 6439462) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 9 years of experience in the finance industry.

3
Carlos A. Perez
CRD#: 2224602
Houston, TX

Carlos Perez (CRD# 2224602) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 31 years of experience in the finance industry.

4
Marc A. Sony
CRD#: 2824860
Kingwood, TX

Marc Sony (CRD# 2824860) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Kingwood, TX and has over 27 years of experience in the finance industry.

5
Alvaro Trullenque
CRD#: 1753281
Houston, TX

Alvaro Trullenque (CRD# 1753281) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 36 years of experience in the finance industry.

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