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CAMBRIDGE WEALTH MANAGEMENT, LLC

CRD 172938 · SEC 801-121059

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5 WASHINGTON ST., SUITE 2, CAMBRIDGE, NY, 12816, United States

Phone

518-677-3781

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.8M

Discretionary AUM

$25.6M

Team

1 total employees; 1 advisory reps; 26 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals11$1.9M
High net worth individuals15$29.9M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD