CAMDEN WEALTH ADVISORS LLC

CRD 148518 · SEC 801-70004

Visit website

1707 1/2 POST OAK BOULEVARD, #578, HOUSTON, TX, 77056, United States

Phone

713-341-5312

Fax

832-830-8040

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$366.3M

Discretionary AUM

$362.5M

Team

6 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; FAMILY OFFICE SERVICES

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES

Client types

Type	Clients	AUM
Individuals	58	$12.2M
High net worth individuals	96	$341.2M
Pension/profit sharing plans	6	$12.9M

States served

CA, LA, TX, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/CAMDEN-WEALTH-ADVISORS/
HTTP://WWW.CAMDENWEALTHADVISORS.COM

Official SEC filing: View on IAPD