Camelback Wealth Management, LLC is an adviser based in Phoenix. It manages $7.85 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007.
Camelback Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Camelback Wealth Management, LLC is $7.85 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Camelback Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Camelback Wealth Management, LLC performs its advisory services is located at 2701 E Camelback Road, Phoenix, AZ 85016 4332, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-424-5430 or by fax 602-424-1803. The normal business hours are 8-4 on Monday - Friday.