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CAMPBELL WEALTH MANAGEMENT, INC.

ALEXANDRIA, VA · CRD 152956 · IAPD ↗ · 703-535-5300

$1.00BRegulatory AUM
10Advisory reps
31Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — CAMPBELL WEALTH MANAGEMENT, INC. (ALEXANDRIA, VA) left the SEC roster (was $1.00B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — CAMPBELL WEALTH MANAGEMENT, INC. now reports custody of client assets ($217.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2024 — CAMPBELL WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($799.7M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.