LP Profile

Cambridge Wealth Management

Also known as cambridge wealth

Wealth ManagerCambridge, United StatesFounded 2014
$29M
Assets Under Management
Cambridge
Headquarters
Investment Focus

About Cambridge Wealth Management

Cambridge Wealth Management is a wealth manager based in Cambridge, US. Founded in 2014. Reported AUM: 29 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cambridge Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$31.8M
Total Clients
88
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cambridge Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cambridge Wealth Management?

Cambridge Wealth Management is a wealth manager based in Cambridge, United States, managing approximately $29M in assets.

Where is Cambridge Wealth Management headquartered?

Cambridge Wealth Management is headquartered in Cambridge, United States.

How much does Cambridge Wealth Management manage?

Cambridge Wealth Management manages approximately $29M in assets under management.

When was Cambridge Wealth Management founded?

Cambridge Wealth Management was founded in 2014.

How can I contact Cambridge Wealth Management?

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