Camden Wealth Advisors LLC

Camden Wealth Advisors, LLC, established in 2009, is a private, independent investment advisory firm based in Houston, TX. The firm specializes in providing comprehensive financial planning, wealth management, and family office services to high-net worth individuals, families, and institutions. Led by principal owner Alvaro Trullenque, the firm offers both discretionary and non-discretionary investment advisory services, including developing investment policy statements, asset allocation strategies, and ongoing monitoring. Additionally, CWA provides financial planning services covering income & tax planning, retirement planning, and estate planning. The firm also offers family office services such as advanced planning, fiduciary services, and comprehensive financial reporting. CWA recently added pension consulting services to its offerings, including identifying investment objectives, recommending money managers, and creating pension consulting plans. The firm's fee structure typically ranges between .75% and 1.25% of assets under management, automatically deducted from client accounts. CWA manages client assets on a discretionary and non-discretionary basis, with total client assets amounting to $1,152,609,385 as of December 31, 2024. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients have the option to impose investment restrictions, and the firm does not participate in wrap fee programs. CWA provides detailed information on investment analysis methods, strategies, and associated risks, including interest-rate risk, market risk, and liquidity risk. Clients receive periodic reports from custodians, and the firm does not accept proxy authority to vote client securities. For any inquiries, clients can contact the Chief Compliance Officer, Alvaro Trullenque.