CAMPBELL WEALTH MANAGEMENT, INC.

330 John Carlyle Street
Suite 400
Alexandria, Virginia 22314
Tel: 703-535-5300

About CAMPBELL WEALTH MANAGEMENT, INC.

CAMPBELL WEALTH MANAGEMENT, INC, formally registered with the SEC as CAMPBELL WEALTH MANAGEMENT, INC. The firm was established in 02/23/2010. They have over 1 offices throughout the country.

CAMPBELL WEALTH MANAGEMENT, INC. is a Alexandria, Virginia based Financial Planning firm with nearly $1,004,912,030 assets under management, offering retirement planning & investment advisory services to 1921 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152956
SEC#	801-71121
Assets Managed by Firm	$1,004,912,030
No. of Clients	1921
No. of Advisors	31

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (WORKSHOPS AND SEMINARS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1921	$1,004,912,030
Individuals (other than high net worth individuals)	308	$130,862,159
High net worth individuals	392	$874,049,871

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