REES WEALTH MANAGEMENT, LLC
Legal name: CAMBRIA WEALTH MANAGEMENT
CRD #335458 SEC #801-132855 SARASOTA, FL (941) 444-1120
SEC Registered
Total AUM
$112.9M
Discretionary
$112.9M
Employees
3
Clients
0
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $112.9M | $112.9M | $0 | 3 | 0 |
| May 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0