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CAMBRIA WEALTH MANAGEMENT

Other · SARASOTA, FL

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • CAMBRIA WEALTH MANAGEMENT is a other based in SARASOTA, FL.

Registered with the SEC

Form ADV · 2026-03 · CRD 335458
Regulatory AUM
Private fund assets
Private funds
Staff
2
Registered office
SARASOTA, FL
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as REES WEALTH MANAGEMENT, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for CAMBRIA WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.

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CAMBRIA WEALTH MANAGEMENT — Portfolio, Investments & Funds | Private Market View