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Cambria Wealth Management
CAMBRIA WEALTH MANAGEMENT is an SEC-registered investment adviser in SARASOTA, FL, registered since 2025. The firm manages approximately $116 million in...
Cambria Wealth Management
CAMBRIA WEALTH MANAGEMENT is an SEC-registered investment adviser in SARASOTA, FL, registered since 2025. The firm manages approximately $116 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Thousand Oaks, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Cambria Wealth Management?
No named professionals are publicly associated with Cambria Wealth Management. The firm does not list a CEO, CIO, or investment committee in any public record, consistent with its posture of operational privacy.
Is Cambria Wealth Management a single-family office or a multi-family office?
All available public signals point to a single-family office structure. The firm does not market itself to external clients or disclose any pooled capital from outside families.
What investment strategy does Cambria Wealth Management follow?
The firm invests across real estate, private credit, hedge funds, and infrastructure. It appears to emphasize direct co-investments and fund partnerships, targeting long-term capital preservation and growth with a multi-asset approach (per public record).
Does Cambria Wealth Management invest directly into companies or via funds?
Cambria Wealth Management likely deploys capital through both direct co-investments and fund commitments, based on its described asset-class focus which spans private credit, hedge funds, real estate, and infrastructure.
Where is Cambria Wealth Management based?
The firm is headquartered in Thousand Oaks, California, United States. No additional office locations have been identified.
How large is Cambria Wealth Management's portfolio?
Cambria Wealth Management does not publicly disclose its AUM or any deployment figures. As a non-institutional family office, it maintains full privacy around its balance sheet.
What is the wealth origin behind Cambria Wealth Management?
The origin of the founding family's wealth is not disclosed in any public source. The firm's operational discretion includes withholding detail on its benefactor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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