Investment adviser · CRD 152956
CAMPBELL WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
ALEXANDRIA, VA, United States · Form ADV filed Dec 20, 2024
- Regulatory AUM
- $1B Form ADV · Item 5.F
- Client accounts
- 1,921 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 392 | $874,049,871 | 87.0% |
| Individuals | 308 | $130,862,159 | 13.0% |
Filing source
Form ADV 1921206 · Dec 20, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 20, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
330 JOHN CARLYLE STREET, SUITE 400ALEXANDRIA, VA, 22314, United States
CRD 152956
Filing source
Form ADV 1921206 · Dec 20, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.