CAMELBACK WEALTH MANAGEMENT, LLC
CRD #144900 SEC #801-68382 PHOENIX, AZ 602-424-5430
SEC Registered
Total AUM
$7.9M
Discretionary
$7.4M
Employees
5
Clients
0
Accounts
39
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMISTEAD, MATTHEW, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| ARMISTEAD, MATTHEW, JOHN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| HAYENGA, LUBERTUS, HENRY | I | MANAGING MEMBER | NA | Control |
| HAYENGA, LUBERTUS, HENRY | I | MANAGER | NA | Control |
| HAYENGA, LUBERTUS, HENRY | I | MANAGING MEMBER | NA | Control |
| HAYENGA, LUBERTUS, HENRY | I | MANAGING MEMBER | NA | Control |
| WITHERILL, MICHAEL, JEROME | I | MANAGING MEMBER | NA | Control |
| WITHERILL, MICHAEL, JEROME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WITHERILL, MICHAEL, JEROME | I | CHIEF COMPLIANCE OFFICER/MANAGER | NA | Control |
| WITHERILL, MICHAEL, JEROME | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| WITHERILL, MICHAEL, JEROME | I | MANAGING MEMBER | NA | Control |
| CAMELBACK REALTY GROUP | DE | OWNER | E | Control |
| CAMELBACK REALTY GROUP | DE | OWNER | E | Control |
| CAMELBACK REALTY GROUP | DE | OWNER | E | Control |
| CREEK VALLEY HOLDINGS, LLP | DE | OWNER | C | |
| CREEK VALLEY HOLDINGS, LLP | DE | OWNER | C | |
| THE ARMISTEAD FAMILY TRUST | DE | OWNER | C | |
| THE ARMISTEAD FAMILY TRUST | DE | OWNER | C | |
| THE HAYENGA FAMILY REV TRUST | DE | OWNER | C | |
| THE HAYENGA FAMILY REV TRUST | DE | OWNER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HAYENGA, LUBERTUS, HENRY | I | THE HAYENGA FAMILY REV TRUST | E | Control |
| HAYENGA, LUBERTUS, HENRY | I | THE HAYENGA FAMILY REV TRUST | E | Control |
| HAYENGA, LUBERTUS, HENRY | I | THE HAYENGA FAMILY REV TRUST | E | Control |
| HAYENGA, LUBERTUS, HENRY | I | THE HAYENGA FAMILY REV TRUST | E | Control |
| HAYENGA, LUBERTUS, HENRY | I | THE HAYENGA FAMILY REV TRUST | E | Control |
| WITHERILL, MICHAEL, JEROME | I | CREEK VALLEY HOLDINGS, LLP | E | Control |
| ARMISTEAD, MATTHEW, JOHN | I | THE ARMISTEAD FAMILY TRUST | D | |
| ARMISTEAD, MATTHEW, JOHN | I | THE ARMISTEAD FAMILY TRUST | D | |
| CREEK VALLEY HOLDINGS LLP | DE | CAMELBACK REALTY GROUP, LLC | D | |
| CREEK VALLEY HOLDINGS LLP | DE | CAMELBACK REALTY GROUP, LLC | D | |
| CREEK VALLEY HOLDINGS LLP | DE | CAMELBACK REALTY GROUP, LLC | D | |
| THE HAYENGA FAMILY REV TRUST | DE | CAMELBACK REALTY GROUP, LLC | D | |
| THE HAYENGA FAMILY REV TRUST | DE | CAMELBACK REALTY GROUP, LLC | D | |
| THE HAYENGA FAMILY REV TRUST | DE | CAMELBACK REALTY GROUP, LLC | D | |
| WITHERILL, MICHAEL, JEROME | I | CREEK VALLEY HOLDINGS, LLP | C | Control |
| WITHERILL, MICHAEL, JEROME | I | CREEK VALLEY HOLDINGS, LLP | C | Control |
| WITHERILL, MICHAEL, JEROME | I | CREEK VALLEY HOLDINGS, LLP | C | Control |
| WITHERILL, MICHAEL, JEROME | I | CREEK VALLEY HOLDINGS, LLP | C | Control |
| WITHERILL, NANCY, JOAN | I | CREEK VALLEY HOLDINGS, LLP | C | |
| WITHERILL, NANCY, JOAN | I | CREEK VALLEY HOLDINGS, LLP | C | |
| WITHERILL, NANCY, JOAN | I | CREEK VALLEY HOLDINGS, LLP | C | |
| WITHERILL, NANCY, JOAN | I | CREEK VALLEY HOLDINGS, LLP | C |
Registrations
Federal
IA
Jan 28, 2008 REGISTERED
Notice Filings (2)
AZ CA
Address
2701 E CAMELBACK ROADSUITE 180
PHOENIX, AZ 85016-4332
USA
Phone: 602-424-5430