Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Campbell Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Campbell Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Campbell Wealth Management
Provider of personalized financial planning services intended for retirement goals. This company offers income, investment, tax, and legacy planning services, thereby, building, managing, and preserving the wealth of its clients through exceptional service.
- Sector
- Financial Services
- HQ
- Alexandria, VA, United States
- Employees
- 33
- Website
- campbellwealth.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Campbell Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Campbell Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Campbell Wealth Management in its N-PORT filings yet. We sweep new filings monthly.