Camden Wealth Advisors LLC
● SEC registered since 2009CRD 148518SEC# 801-70004Houston, TX
Reg. AUM
$366.3M
Employees
6
Accounts
524
Location
Houston, TX
Camden Wealth Advisors LLC assets under management
Camden Wealth Advisors LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2009. It reports $366.3 million in regulatory assets under management and employs 6 people.
Camden Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvaro Trullenque Control | Managing Member/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Camden Wealth Advisors LLC manage?
Camden Wealth Advisors LLC reports $366.3 million in regulatory assets under management on its Form ADV.
How many employees does Camden Wealth Advisors LLC have?
Camden Wealth Advisors LLC reports 6 employees.
Where is Camden Wealth Advisors LLC located?
Camden Wealth Advisors LLC is based in Houston, TX and has been SEC-registered since 2009.
Does Camden Wealth Advisors LLC disclose fund performance?
Camden Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1707 1/2 Post Oak Boulevard, #578, Houston, TX 77056 |
| Phone | 713-341-5312 |
| Fax | 832-830-8040 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$366.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$366.3Mregulatory AUM
Discretionary $362.5MNon-discretionary $3.8M