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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
| Rees, Justin, David | I | MANAGING MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (3)
FL GA NH
Address
240 S. PINEAPPLE AVE.SUITE 204
SARASOTA, FL 34236
United States
Phone: (941) 444-1120