Camelot Wealth Management, LLC

Camelot Wealth Management, LLC (CRD# 171275) is a financial advisory firm headquartered in Oldsmar, FL. They manage $8,000,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $88,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Camelot Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian G. Mahoney
CRD#: 2694964
120 State Street East, Suite 102, Oldsmar, FL 34677
93
Wealthminder
score

Brian Mahoney (CRD# 2694964) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 20 years of experience in the finance industry.

2
Shawn P. Mahoney
CRD#: 6337349
120 State Street East, Suite 102, Oldsmar, FL 34677
90
Wealthminder
score

Shawn Mahoney (CRD# 6337349) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 3 years of experience in the finance industry.

3
Lawrence D. Norwood
CRD#: 6022272
120 State Street East, Suite 102, Oldsmar, FL 34677
87
Wealthminder
score

Lawrence Norwood (CRD# 6022272) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has 1 year of experience in the finance industry.

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