CAMBRIDGE WEALTH MANAGEMENT, LLC
CRD #172938 SEC #801-121059 CAMBRIDGE, NY 518-677-3781
SEC Registered
Total AUM
$29.6M
Discretionary
$23.8M
Employees
1
Clients
10
Accounts
93
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $29.6M | $23.8M | $5.8M | 1 | 28 |
| Apr 2025 | $29.6M | $23.8M | $5.8M | 1 | 28 |
| Apr 2024 | $27.9M | $22.7M | $5.1M | 1 | 28 |
| Apr 2023 | $25.6M | $21.4M | $4.1M | 1 | 27 |
| May 2022 | $29.5M | $24.5M | $5.1M | 1 | 27 |
| Apr 2022 | $34.4M | $24.5M | $10M | 1 | 27 |
| Apr 2021 | $32.2M | $24.8M | $7.3M | 1 | 0 |
| Apr 2021 | $32.2M | $24.8M | $7.3M | 1 | 0 |
| Mar 2021 | $32.2M | $24.8M | $7.3M | 1 | 0 |
DateApr 2025
Total AUM$29.6M
Discretionary$23.8M
Non-Disc.$5.8M
Employees1
Clients28
DateApr 2025
Total AUM$29.6M
Discretionary$23.8M
Non-Disc.$5.8M
Employees1
Clients28
DateApr 2024
Total AUM$27.9M
Discretionary$22.7M
Non-Disc.$5.1M
Employees1
Clients28
DateApr 2023
Total AUM$25.6M
Discretionary$21.4M
Non-Disc.$4.1M
Employees1
Clients27
DateMay 2022
Total AUM$29.5M
Discretionary$24.5M
Non-Disc.$5.1M
Employees1
Clients27
DateApr 2022
Total AUM$34.4M
Discretionary$24.5M
Non-Disc.$10M
Employees1
Clients27
DateApr 2021
Total AUM$32.2M
Discretionary$24.8M
Non-Disc.$7.3M
Employees1
Clients0
DateApr 2021
Total AUM$32.2M
Discretionary$24.8M
Non-Disc.$7.3M
Employees1
Clients0
DateMar 2021
Total AUM$32.2M
Discretionary$24.8M
Non-Disc.$7.3M
Employees1
Clients0