Camden Wealth Advisors LLC

Camden Wealth Advisors LLC (CRD# 148518) is a financial advisory firm headquartered in Houston, TX. They manage $147,487,831 in 342 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $431,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Camden Wealth Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Johan Kjellsten
CRD#: 4755142
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
93
Wealthminder
score

Johan Kjellsten (CRD# 4755142) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 13 years of experience in the finance industry.

2
Manuel Malvaez
CRD#: 1974963
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
93
Wealthminder
score

Manuel Malvaez (CRD# 1974963) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 28 years of experience in the finance industry.

3
Marc A. Sony
CRD#: 2824860
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
93
Wealthminder
score

Marc Sony (CRD# 2824860) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

4
Lena M. Stinson
CRD#: 1471747
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
93
Wealthminder
score

Lena Stinson (CRD# 1471747) 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.

5
Alfredo E. Miranda
CRD#: 6439462
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
88
Wealthminder
score

Alfredo Miranda (CRD# 6439462) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 2 years of experience in the finance industry.

6
Carlos A. Perez
CRD#: 2224602
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
83
Wealthminder
score

Carlos Perez (CRD# 2224602) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 25 years of experience in the finance industry.

7
Alvaro Trullenque
CRD#: 1753281
1330 Post Oak Boulevard, Suite 1200, Houston, TX 77056
83
Wealthminder
score

Alvaro Trullenque (CRD# 1753281) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 30 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.