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CAMBRIDGE RETIREMENT PARTNERS
CAMBRIDGE WEALTH ADVISORS, LLC
CRD 148889 · SEC 801-125703
GA, United States
Phone
404-594-4015
Fax
877-292-5905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.0M
Discretionary AUM
$9.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.9M |
| Pension/profit sharing plans | 18 | $225.2M |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD