# Cambria Wealth Management

> 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.

- CRD: 335458
- Filed as: CAMBRIA WEALTH MANAGEMENT
- Legal name: Rees Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335458
- AdvisorCensus page: https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458

## Quick answers

**How is Cambria Wealth Management compensated?**
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).

**Where is Cambria Wealth Management located?**
Cambria Wealth Management's principal office is in Sarasota, FL, according to its Form ADV.

**Is Cambria Wealth Management registered with the SEC or a state?**
Cambria Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335458.

**How much does Cambria Wealth Management manage?**
Cambria Wealth Management reports $115,735,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Cambria Wealth Management's assets and staff changed since 2025?**
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.

**What types of clients does Cambria Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (43).

**Which custodians does Cambria Wealth Management use?**
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.

**Does Cambria Wealth Management report any disciplinary disclosures?**
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

**What changed in Cambria Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $115,735,000
- Discretionary: $115,735,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $20,586,000 |
| High net worth individuals | 43 | $94,699,000 |
| Charitable organizations | Fewer than 5 | $450,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cambriawealth.com
- LinkedIn @cambriawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | May 28, 2025 |
| October 2026 | $115,735,000 | 2 | September 24, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

### December 2025
- Regulatory assets under management went from $0 to $112,937,000.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cambria Wealth Management (CRD 335458): Form ADV filing data as of October 2026.