Camden Wealth Advisors Llc
- Regulatory AUM
- $366M
- Discretionary
- $362M
- Clients
- 160
- Avg AUM / client
- $2.3M
- Accounts
- 524
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $12.2M | 3.34% |
| High net worth individuals | 96 | $341M | 93.1% |
| Pension and profit sharing plans | 6 | $12.9M | 3.52% |
| Other investment advisers | Fewer than 5 clients | $20.8K | 0.01% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvaro Trullenque | Managing Member/Chief Compliance Officer | Mar 2009 (17y) | 75% or more | |
| Marc Allen Sony | Registered representative | Jul 2009 (17y) | ||
| Manuel Malvaez | Registered representative | Feb 2011 (15y) | ||
| Carlos Antonio Perez | Registered representative | Jun 2014 (12y) | ||
| Alfredo E Miranda | Registered representative | Feb 2015 (11y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Status: Pending Summary: .
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FAMILY OFFICE SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $328M (90% of AUM) Mar 2026
- Fidelity Distributors Company Llc $275M (98% of AUM) Feb 2024
- Fidelity Investments Institutional Services Company, Inc. $121M (68% of AUM) Oct 2019
- TD Ameritrade $29.1M (14% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗