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 12 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 27 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 19 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 30 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 1 year 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 24 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 28 years of experience in the finance industry.

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