CAMPBELL WEALTH MANAGEMENT, INC.

ALEXANDRIA, Virginia·5 registered advisors·CRD# 152956
SEC# 801-711210703-535-5300
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: WORKSHOPS AND SEMINARS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAMPBELL WEALTH MANAGEMENT, INC.

5 registered advisors
Evan T Beach
ALEXANDRIA, Virginia
Kelly Peter Campbell
ALEXANDRIA, Virginia
Kimberly Bonstein Campbell
ALEXANDRIA, Virginia
Mark Thomas Wagner
ALEXANDRIA, Virginia
Richard Lee Clement
ALEXANDRIA, Virginia
05

Office Locations

ALEXANDRIA, Virginia
5 advisors

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Data sourced from SEC Form ADV filings. CAMPBELL WEALTH MANAGEMENT, INC. (CRD# 152956) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.