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 21 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 4 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 over 2 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.