# Camelot Wealth Management

Camelot Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171275

## About

CAMELOT WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $66 million in regulatory assets under management. The firm manages $65 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Camelot Wealth Management?

No named principals or investment professionals are publicly attributed to the firm. Public records do not identify a CEO, CIO, or any leadership team.

### What investment stages does Camelot Wealth Management target?

No strategy details — including preferred stages, asset classes, or geographic focus — have been made public. The firm's approach to deploying capital is unconfirmed.

### Does Camelot Wealth Management participate in fund commitments or direct deals?

There is no public record of the firm making fund commitments, co-investments, or direct investments. Its allocation style remains unknown.

### What sectors does Camelot Wealth Management explicitly avoid?

The firm has not disclosed any sector exclusions. Its investment universe cannot be inferred from available sources.

## Related profiles

- [RUNEY & ASSOCIATES WEALTH MANAGEMENT](https://altss.com/profile/runey-and-associates-wealth-management)
- [Summit Financial Wealth Advisors](https://altss.com/profile/summit-financial-wealth-advisors)

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Last updated: 2026-07-06T01:24:13.414Z

Canonical page: https://altss.com/profile/camelot-wealth-management-llc

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