CAMBRIDGE WEALTH ADVISORS, LLC
DBA: CAMBRIDGE RETIREMENT PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $237.0M |
| Discretionary | $9.3M4% of AUM |
| Non-Discretionary | $227.7M |
| Client Accounts | 51 |
| Avg Account Size | $4.6M |
| Employees | 2 |
| Peak AUM | $237.0MFeb 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$237M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $237M | +12.3% | +18.2% | +11.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $237.0M |
| Discretionary | $9.3M |
| Employees | 2 |
| Client Accounts | 51 |
| Client Range | 1-10 |
Contact & Location
Phone
404-594-4015
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$9M
3.9% of AUM
Non-Discretionary
$228M
96.1% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported