CAMPBELL WEALTH MANAGEMENT, INC.
CRD #152956 SEC #801-71121 ALEXANDRIA, VA 703-535-5300
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
31
Clients
--
Accounts
1,921
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $1B | $1B | $0 | 31 | 0 |
| Apr 2024 | $1B | $1B | $0 | 31 | 0 |
| Mar 2024 | $1B | $1B | $0 | 31 | 0 |
| Jan 2024 | $799.7M | $799.7M | $0 | 33 | 0 |
| Apr 2023 | $799.7M | $799.7M | $0 | 33 | 0 |
| Apr 2023 | $799.7M | $799.7M | $0 | 33 | 0 |
| Mar 2023 | $799.7M | $799.7M | $0 | 33 | 0 |
| Oct 2022 | $938M | $936.7M | $1.2M | 25 | 0 |
| Sep 2022 | $938M | $936.7M | $1.2M | 25 | 0 |
| Mar 2022 | $938M | $936.7M | $1.2M | 25 | 0 |
| Aug 2021 | $748.6M | $748.6M | $0 | 27 | 1 |
| Apr 2021 | $748.6M | $748.6M | $0 | 27 | 1 |
| Mar 2021 | $748.6M | $748.6M | $0 | 27 | 1 |
| Jun 2020 | $550M | $550M | $0 | 22 | 1 |
| Mar 2020 | $550M | $550M | $0 | 22 | 1 |
| Mar 2019 | $367M | $367M | $0 | 22 | 10 |
| Oct 2018 | $338.7M | $311.6M | $27.1M | 15 | 17 |
| Sep 2018 | $338.7M | $311.6M | $27.1M | 15 | 17 |
| Mar 2018 | $338.7M | $311.6M | $27.1M | 15 | 17 |
| Sep 2017 | $279.6M | $279.6M | $0 | 16 | 300 |
| Mar 2017 | $279.6M | $279.6M | $0 | 16 | 300 |
| Mar 2016 | $185.5M | $185.5M | $0 | 13 | 300 |
| Mar 2015 | $178.5M | $178.5M | $0 | 13 | 300 |
| May 2014 | $128M | $128M | $0 | 13 | 316 |
| Mar 2014 | $128M | $128M | $0 | 13 | 316 |
| Nov 2013 | $94M | $94M | $0 | 9 | 268 |
| Mar 2013 | $94M | $94M | $0 | 9 | 268 |
| Oct 2012 | $106.2M | $106.2M | $0 | 6 | 250 |
| Mar 2012 | $106.2M | $106.2M | $0 | 6 | 250 |
| May 2011 | $90.3M | $88.7M | $1.6M | 10 | -- |
| Mar 2011 | $90.3M | $88.7M | $1.6M | 10 | -- |
| Feb 2011 | $73.4M | $73.4M | $0 | 5 | -- |
| Sep 2010 | $73.4M | $73.4M | $0 | 5 | -- |
| Jun 2010 | $73.4M | $73.4M | $0 | 5 | -- |
DateDec 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees31
Clients0
DateApr 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees31
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees31
Clients0
DateJan 2024
Total AUM$799.7M
Discretionary$799.7M
Non-Disc.$0
Employees33
Clients0
DateApr 2023
Total AUM$799.7M
Discretionary$799.7M
Non-Disc.$0
Employees33
Clients0
DateApr 2023
Total AUM$799.7M
Discretionary$799.7M
Non-Disc.$0
Employees33
Clients0
DateMar 2023
Total AUM$799.7M
Discretionary$799.7M
Non-Disc.$0
Employees33
Clients0
DateOct 2022
Total AUM$938M
Discretionary$936.7M
Non-Disc.$1.2M
Employees25
Clients0
DateSep 2022
Total AUM$938M
Discretionary$936.7M
Non-Disc.$1.2M
Employees25
Clients0
DateMar 2022
Total AUM$938M
Discretionary$936.7M
Non-Disc.$1.2M
Employees25
Clients0
DateAug 2021
Total AUM$748.6M
Discretionary$748.6M
Non-Disc.$0
Employees27
Clients1
DateApr 2021
Total AUM$748.6M
Discretionary$748.6M
Non-Disc.$0
Employees27
Clients1
DateMar 2021
Total AUM$748.6M
Discretionary$748.6M
Non-Disc.$0
Employees27
Clients1
DateJun 2020
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees22
Clients1
DateMar 2020
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees22
Clients1
DateMar 2019
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees22
Clients10
DateOct 2018
Total AUM$338.7M
Discretionary$311.6M
Non-Disc.$27.1M
Employees15
Clients17
DateSep 2018
Total AUM$338.7M
Discretionary$311.6M
Non-Disc.$27.1M
Employees15
Clients17
DateMar 2018
Total AUM$338.7M
Discretionary$311.6M
Non-Disc.$27.1M
Employees15
Clients17
DateSep 2017
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees16
Clients300
DateMar 2017
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees16
Clients300
DateMar 2016
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees13
Clients300
DateMar 2015
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees13
Clients300
DateMay 2014
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees13
Clients316
DateMar 2014
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees13
Clients316
DateNov 2013
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees9
Clients268
DateMar 2013
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees9
Clients268
DateOct 2012
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients250
DateMar 2012
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients250
DateMay 2011
Total AUM$90.3M
Discretionary$88.7M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2011
Total AUM$90.3M
Discretionary$88.7M
Non-Disc.$1.6M
Employees10
Clients--
DateFeb 2011
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees5
Clients--