{
  "crd_number": 335458,
  "slug": "cambria-wealth-management-sarasota-fl-335458",
  "primary_business_name": "CAMBRIA WEALTH MANAGEMENT",
  "legal_name": "REES WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 115735000.0,
  "raum_discretionary": 115735000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 450000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20586000.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 94699000.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NH"
  ],
  "websites": [
    "https://cambriawealth.com",
    "https://linkedin.com/company/cambriawealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335458",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458",
  "display_name": "Cambria Wealth Management",
  "summary": "Cambria Wealth Management is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Cambria Wealth Management (CRD 335458): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cambria Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cambria Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cambria Wealth Management located?",
      "a": "Cambria Wealth Management's principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is Cambria Wealth Management registered with the SEC or a state?",
      "a": "Cambria Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335458."
    },
    {
      "q": "How much does Cambria Wealth Management manage?",
      "a": "Cambria Wealth Management reports $115,735,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cambria Wealth Management's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Cambria Wealth Management: Regulatory assets under management: $0 in the October 2025 data and $115,735,000 in the October 2026 data. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cambria Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (43)."
    },
    {
      "q": "Which custodians does Cambria Wealth Management use?",
      "a": "Cambria Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cambria Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335458"
    },
    {
      "q": "What changed in Cambria Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 115735000.0,
      "total_employees": 2,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $112,937,000."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 20586000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 94699000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 450000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335458",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}