SEC Form ADV

CAMBRIDGE WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$31.8M
Assets Under Management
88
Total Clients
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Registration Details

Accession
CRD-172938
Location
CAMBRIDGE, NY
Filing Date
April 2, 2026
AUM
$31.8M
Total Clients
88
Amendment
No

About this Adviser

CAMBRIDGE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CAMBRIDGE, NY, managing approximately $31.8M in assets across 88 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.