Cambridge Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, NY. Its latest Form ADV filing, dated April 2, 2026, reports $32M in regulatory assets under management, 1 employee, and 88 accounts.
Assets Under Management
$32M
Employees
1
Offices
--
Total Clients
26
Primary office
CAMBRIDGE, NY
5 WASHINGTON ST., SUITE 2, CAMBRIDGE, NY, United States
Top client segmentHNWI represent 57.7% of total clients.
Top client categories% of clientsClients
1
HNWI
57.7%
15
2
Individuals
42.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32Mas of April 2, 2026
Discretionary80.4%
$26M
80% of total RAUM80.4%
Non-discretionary19.6%
$6M
20% of total RAUM19.6%
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$32M
Total Accounts88
10Y AUM Change$-346K (-1.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* 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.