Active
CAMBRIDGE WEALTH MANAGEMENT, LLC
Investment Advice|CAMBRIDGE, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$29.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 23.8M |
| Non-Discretionary | 5.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 172938 |
| SEC Number | 801-121059 |
| Street Address | 5 WASHINGTON ST. |
| Street Address 2 | SUITE 2 |
| Location | CAMBRIDGE, NY 12816 |
| Country | United States |
| Phone | 518-677-3781 |
| Total Employees | 1 |
Client Count by Type (28 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 17 |
| Individuals (other than H… | 9 |
| Pension/Profit Sharing Pl… | 2 |
Community Partners
COUNTY OF WASHINGTON
TOWN OF ARGYLE
TOWN OF CAMBRIDGE
TOWN OF DRESDEN
TOWN OF EASTON
TOWN OF FORT ANN
TOWN OF FORT EDWARD
TOWN OF GRANVILLE
TOWN OF GREENWICH
TOWN OF HAMPTON
TOWN OF HARTFORD
TOWN OF HEBRON
TOWN OF JACKSON
TOWN OF KINGSBURY
TOWN OF PUTNAM
TOWN OF SALEM
TOWN OF WHITE CREEK
TOWN OF WHITEHALL
VILLAGE OF ARGYLE
VILLAGE OF CAMBRIDGE
COUNTY OF WASHINGTON
TOWN OF ARGYLE
TOWN OF CAMBRIDGE
TOWN OF DRESDEN
TOWN OF EASTON
TOWN OF FORT ANN
TOWN OF FORT EDWARD
TOWN OF GRANVILLE
TOWN OF GREENWICH
TOWN OF HAMPTON
TOWN OF HARTFORD
TOWN OF HEBRON
TOWN OF JACKSON
TOWN OF KINGSBURY
TOWN OF PUTNAM
TOWN OF SALEM
TOWN OF WHITE CREEK
TOWN OF WHITEHALL
VILLAGE OF ARGYLE
VILLAGE OF CAMBRIDGE
COUNTY OF WASHINGTON
TOWN OF ARGYLE
TOWN OF CAMBRIDGE
TOWN OF DRESDEN
TOWN OF EASTON
TOWN OF FORT ANN
TOWN OF FORT EDWARD
TOWN OF GRANVILLE
TOWN OF GREENWICH
TOWN OF HAMPTON
TOWN OF HARTFORD
TOWN OF HEBRON
TOWN OF JACKSON
TOWN OF KINGSBURY
TOWN OF PUTNAM
TOWN OF SALEM
TOWN OF WHITE CREEK
TOWN OF WHITEHALL
VILLAGE OF ARGYLE
VILLAGE OF CAMBRIDGE
Municipal Government
26 Active
26
Organizations
BANCROFT PUBLIC LIBRARY
FORT ANN CONSOLIDATED HEALTH DISTRICT
FORT EDWARD CONSOLIDATED HEALTH DIST
FORT EDWARD FIRE DISTRICT
BANCROFT PUBLIC LIBRARY
FORT ANN CONSOLIDATED HEALTH DISTRICT
FORT EDWARD CONSOLIDATED HEALTH DIST
FORT EDWARD FIRE DISTRICT
BANCROFT PUBLIC LIBRARY
FORT ANN CONSOLIDATED HEALTH DISTRICT
FORT EDWARD CONSOLIDATED HEALTH DIST
FORT EDWARD FIRE DISTRICT
Special District
4 Active
4
Organizations
ADIRONDACK COMM COLLEGE
ARGYLE CENTRAL SCHOOL DISTRICT
CAMBRIDGE CENTRAL SCHOOL DISTRICT
FORT ANN CENTRAL SCHOOL DISTRICT
FORT EDWARD U F SCH DIST
GRANVILLE CENTRAL SCHOOL DISTRICT
GREENWICH CENTRAL SCHOOL DISTRICT
HARTFORD CENTRAL SCHOOL DISTRICT
PUTNAM CENTRAL SCHOOL DISTRICT
SALEM CENTRAL SCHOOL DISTRICT
WHITEHALL CENTRAL SCHOOL DISTRICT
ADIRONDACK COMM COLLEGE
ARGYLE CENTRAL SCHOOL DISTRICT
CAMBRIDGE CENTRAL SCHOOL DISTRICT
FORT ANN CENTRAL SCHOOL DISTRICT
FORT EDWARD U F SCH DIST
GRANVILLE CENTRAL SCHOOL DISTRICT
GREENWICH CENTRAL SCHOOL DISTRICT
HARTFORD CENTRAL SCHOOL DISTRICT
PUTNAM CENTRAL SCHOOL DISTRICT
SALEM CENTRAL SCHOOL DISTRICT
WHITEHALL CENTRAL SCHOOL DISTRICT
ADIRONDACK COMM COLLEGE
ARGYLE CENTRAL SCHOOL DISTRICT
CAMBRIDGE CENTRAL SCHOOL DISTRICT
FORT ANN CENTRAL SCHOOL DISTRICT
FORT EDWARD U F SCH DIST
GRANVILLE CENTRAL SCHOOL DISTRICT
GREENWICH CENTRAL SCHOOL DISTRICT
HARTFORD CENTRAL SCHOOL DISTRICT
PUTNAM CENTRAL SCHOOL DISTRICT
SALEM CENTRAL SCHOOL DISTRICT
WHITEHALL CENTRAL SCHOOL DISTRICT
School District
11 Active
11
Organizations
ACCESSIBLE ADIRONDACK TOURISM
ACTT NATURALLY INC
ADIRONDACK CAMP SCHOLARSHIP FUND
ADIRONDACK INSTITUTE OF TECHNOLOGY FOR EDUCATION INC
ADIRONDACK JEEPS INC
ADIRONDACK SAMARITAN COUNSELING
ADIRONDACK SAMARITAN LICENSED
ADIRONDACK USBC
ADK SPAY AND NEUTER CORP
ALMOST HOME RESCUE INC
American Association of Podiatric
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
ACCESSIBLE ADIRONDACK TOURISM
ACTT NATURALLY INC
ADIRONDACK CAMP SCHOLARSHIP FUND
ADIRONDACK INSTITUTE OF TECHNOLOGY FOR EDUCATION INC
ADIRONDACK JEEPS INC
ADIRONDACK SAMARITAN COUNSELING
ADIRONDACK SAMARITAN LICENSED
ADIRONDACK USBC
ADK SPAY AND NEUTER CORP
ALMOST HOME RESCUE INC
American Association of Podiatric
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
ACCESSIBLE ADIRONDACK TOURISM
ACTT NATURALLY INC
ADIRONDACK CAMP SCHOLARSHIP FUND
ADIRONDACK INSTITUTE OF TECHNOLOGY FOR EDUCATION INC
ADIRONDACK JEEPS INC
ADIRONDACK SAMARITAN COUNSELING
ADIRONDACK SAMARITAN LICENSED
ADIRONDACK USBC
ADK SPAY AND NEUTER CORP
ALMOST HOME RESCUE INC
American Association of Podiatric
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization
324 Active
324
Organizations
Community Partners91 organizations
TOWN OF ARGYLE
Municipal Government·ARGYLE
TOWN OF DRESDEN
Municipal Government·CLEMONS
TOWN OF GRANVILLE
Municipal Government·GRANVILLE
TOWN OF JACKSON
Municipal Government·GREENWICH
TOWN OF KINGSBURY
Municipal Government·HUDSON FALLS
TOWN OF PUTNAM
Municipal Government·PUTNAM STATION
TOWN OF WHITE CREEK
Municipal Government·CAMBRIDGE
TOWN OF WHITEHALL
Municipal Government·WHITEHALL
VILLAGE OF ARGYLE
Municipal Government·ARGYLE
VILLAGE OF CAMBRIDGE
Municipal Government·CAMBRIDGE
VILLAGE OF FORT ANN
Municipal Government·FORT ANN
VILLAGE OF FORT EDWARD
Municipal Government·FORT EDWARD
VILLAGE OF GRANVILLE
Municipal Government·GRANVILLE
VILLAGE OF GREENWICH
Municipal Government·GREENWICH
VILLAGE OF WHITEHALL
Municipal Government·WHITEHALL
BANCROFT PUBLIC LIBRARY
Special District·SALEM
FORT ANN CONSOLIDATED HEALTH DISTRICT
Special District·FORT ANN
FORT EDWARD FIRE DISTRICT
Special District·FORT EDWARD
GRANVILLE CENTRAL SCHOOL DISTRICT
School District·GRANVILLE
ACCESSIBLE ADIRONDACK TOURISM
Nonprofit Organization·Hudson Falls
ACTT NATURALLY INC
Nonprofit Organization·GREENWICH
ADIRONDACK CAMP SCHOLARSHIP FUND
Nonprofit Organization·PUTNAM STATION
ADIRONDACK INSTITUTE OF TECHNOLOGY FOR EDUCATION INC
Nonprofit Organization·Hudson Falls
ADIRONDACK JEEPS INC
Nonprofit Organization·Fort Ann
ADIRONDACK SAMARITAN COUNSELING
Nonprofit Organization·HUDSON FALLS
ADIRONDACK SAMARITAN LICENSED
Nonprofit Organization·HUDSON FALLS
ADIRONDACK USBC
Nonprofit Organization·HUDSON FALLS
ADK SPAY AND NEUTER CORP
Nonprofit Organization·HUDSON FALLS
ALMOST HOME RESCUE INC
Nonprofit Organization·Greenwich
American Association of Podiatric
Nonprofit Organization·Greenwich
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Whitehall
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Putnam Station
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Argyle
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Whitehall
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Granville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Cambridge
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Hartford
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Hudson Falls
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Salem
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Fort Ann
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Greenwich
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Hudson Falls
AMERICAN LEGION
Nonprofit Organization·Salem
AMERICAN LEGION
Nonprofit Organization·Argyle
AMERICAN LEGION
Nonprofit Organization·Granville
AMERICAN LEGION
Nonprofit Organization·WHITEHALL
AMERICAN LEGION 574
Nonprofit Organization·HUDSON FALLS
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Cambridge
AMERICAN LEGION AUXILIARY
Nonprofit Organization·salem
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Greenwich
AMERICAN LEGION AUXILIARY 83 UNIT WHITEHALL
Nonprofit Organization·Whitehall
AMERICAN LEGION AUXILIARY UNIT 574
Nonprofit Organization·Hudson Falls
AMERICAN LEGION AUXILIARY WASHINGTON COUNTY
Nonprofit Organization·Cambridge
AMERICAN LEGION POST 515 LIBERTY
Nonprofit Organization·GREENWICH
American Legion Post 634
Nonprofit Organization·Cambridge
AMERICAN LEGION POST 83
Nonprofit Organization·Whitehall
AMH RESOURCES CORP
Nonprofit Organization·HUDSON FALLS
ARGYLE COMMUNITY SCHOLARSHIP FUND
Nonprofit Organization·Argyle
Argyle Emergency Squad Inc
Nonprofit Organization·Argyle
Argyle Free Library Association
Nonprofit Organization·Argyle
ARGYLE IMPROVEMENT ASSOCIATION
Nonprofit Organization·Argyle
ARGYLE VILLAGE NURSERY SCHOOL
Nonprofit Organization·Argyle
Artisan Trails in Washington County Inc
Nonprofit Organization·Argyle
Arts & Recreation Commission of Whitehall NY
Nonprofit Organization·Whitehall
ASHLAR CHARITIES LTD
Nonprofit Organization·Greenwich
AUGUST WEST FOUNDATION FOR SUSTAINABLE AG
Nonprofit Organization·CAMBRIDGE
Battenkill Chorale Inc
Nonprofit Organization·Cambridge
BATTENKILL COMMUNITY SERVICES
Nonprofit Organization·GREENWICH
BATTENKILL CONSERVANCY
Nonprofit Organization·CAMBRIDGE