Cambridge Wealth Advisors, LLC
● SEC registered since 2022CRD 148889SEC# 801-125703
Reg. AUM
$237M
Employees
2
Accounts
51
Location
—
Cambridge Wealth Advisors, LLC assets under management
Cambridge Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $237 million in regulatory assets under management and employs 2 people.
Cambridge Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Neal Cornelius Control | Chief Compliance Officer | 50-75% | 2008 |
| Robert Allen Noble Control | Managing Member | 50-75% | 2009 |
Frequently asked questions
How much does Cambridge Wealth Advisors, LLC manage?
Cambridge Wealth Advisors, LLC reports $237 million in regulatory assets under management on its Form ADV.
How many employees does Cambridge Wealth Advisors, LLC have?
Cambridge Wealth Advisors, LLC reports 2 employees.
Does Cambridge Wealth Advisors, LLC disclose fund performance?
Cambridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 404-594-4015 |
| Fax | 877-292-5905 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1913203 |
| Discloses disciplinary history | No |
Regulatory AUM
$237M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$237Mregulatory AUM
Discretionary $9.3MNon-discretionary $227.7M