Camden Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$353,397,608
Clients
154
Advisors
4
across 2 offices
About
Camden Wealth Advisors provides discretionary and non‑discretionary investment management, comprehensive financial planning, family office services and pension consulting to high‑net‑worth individuals, families, family offices, trusts and institutions. The firm also recommends and refers clients to third‑party money managers and develops customized investment policy statements and asset allocation strategies.
Portfolios are tailored to client goals and reviewed at least annually using fundamental and technical analysis, and the firm’s stated strategies can include long‑ and short‑term investments, margin transactions, short sales, option writing and structured products. Camden can engage and terminate third‑party managers, offers consolidated reporting and administrative family office services, and manages accounts on both a discretionary and non‑discretionary basis.
Camden is affiliated through common ownership with Inscription Family Office, LLC and provides family office and advanced planning services in coordination with Inscription Capital, LLC, arrangements that include shared technology and potential fee sharing and therefore pose identifiable conflicts of interest. The brochure also discloses that some advisory representatives are licensed insurance agents and that the firm receives insurance commissions and other marketing fees (for example, an agreement with a bank), and that it may engage in principal transactions and uses independent PCAOB‑audited surprise exams when it has custody as part of family office services.
Client services
Expertise
Occupation focus
Fee options
0.75% to 1.25% annually
Family Office services fees typically range from 0.20% to 0.50% annually as a percentage of total assets or an annual retainer fee; Consolidated reporting service fees range from 0.10% to 0.20% of account assets per annum
Main office
See officeHouston TX
Advisors at this office
3
Most active in
California · Florida · Louisiana · Texas
Also doing business as
Camden Advisors, Inc · Camden Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Manuel M
Series 63, Series 65
Kingwood, TX
Camden Wealth Advisors LLC
Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.
Alvaro T
Series 63, Series 65
Houston, TX
Camden Wealth Advisors LLC
Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.
Alfredo M
Series 65
Houston, TX
Camden Wealth Advisors LLC
Alfredo Miranda is a financial advisor at Camden Wealth Advisors LLC in Houston, TX, holding a Series 65 credential with 11 years of industry experience. His work history includes roles at Cantata Wealth Management, Highpoint Technology Group, and Creativemass Enterprises prior to his current tenure at Camden Wealth Advisors. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm employs tailored portfolios reviewed annually and utilizes a range of investment strategies including long- and short-term investments and option writing.
Carlos P
Series 63, Series 65
Houston, TX
Camden Wealth Advisors LLC
Carlos Perez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Camden Wealth Advisors since 2014. In addition to his advisory role, Perez is co-owner of Accesum Consulting Services, a business development and market consulting firm focused on Mexico and Latin America. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, and institutions. The firm develops customized investment policies and asset allocation strategies, offering tailored portfolios reviewed annually using fundamental and technical analysis.
Marc S
Series 63, Series 65
Kingwood, TX
Camden Wealth Advisors LLC
Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.
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