Cambria Wealth Management

Overview

Cambria Wealth Management is an independent, individually owned limited liability company that provides advisory services to individuals and families. The firm charges either a percentage of assets under management or fixed fees and lists financial planning and portfolio management for individuals, small businesses, and institutional/business clients among its primary activities. It is SEC-registered (2025) and does not identify as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives