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Firm profile

Camden Wealth Advisors LLC

HOUSTON, TXCRD 148518Latest ADV March 26, 2026

Camden Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 26, 2026, reports $366M in regulatory assets under management, 6 employees, 5 offices, and 524 accounts.

Assets Under Management
$366M
Employees
6
Offices
5 offices
Total Clients
160
Primary office
HOUSTON, TX
1707 1/2 POST OAK BOULEVARD, #578, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAlvaro Trullenque

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
96
2
Individuals
36.3%
58
3
Pension Plans
3.8%
6
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$366Mas of March 26, 2026
Discretionary99.0%
$362M
99% of total RAUM99.0%
Non-discretionary1.0%
$4M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$366M
Total Accounts524
10Y AUM Change+$209M (+132.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee27:1
10Y Employee Change-1 (-14.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.