CAMBRIDGE WEALTH MANAGEMENT, LLC

5 Washington St.
Suite 2
Cambridge, New York 12816
Tel: 518-677-3781

About CAMBRIDGE WEALTH MANAGEMENT, LLC

CAMBRIDGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CAMBRIDGE WEALTH MANAGEMENT, LLC. The firm was established in 04/30/2021. They have over 1 offices throughout the country.

CAMBRIDGE WEALTH MANAGEMENT, LLC is a Cambridge, New York based Financial Planning firm with nearly $27,855,272 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172938
SEC#	801-121059
Assets Managed by Firm	$27,855,272
No. of Clients	103
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	103	$27,855,272
Individuals (other than high net worth individuals)	9	$3,724,733
High net worth individuals	17	$20,110,190
Pension and profit sharing plans	Fewer than 5 clients	$4,020,349

More Retirement Planning firms in Cambridge, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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