# CAMPBELL WEALTH MANAGEMENT, INC.

CAMPBELL WEALTH MANAGEMENT, INC. of ALEXANDRIA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 152956
- Type: SEC-registered investment adviser
- SEC file number: 801-71121
- Location: 330 JOHN CARLYLE STREET, SUITE 400, ALEXANDRIA, VA, 22314
- Phone: 703-535-5300
- Latest filing: 2024-12-20
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 31
- Accounts: 1,921

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WAGNER ERIC THOMAS | SHAREHOLDER | — |
| CAMPBELL KELLY PETER | PRESIDENT/CHIEF COMPLIANCE OFFICER/OWNER | — |
| CAMPBELL KIMBERLY BONSTEIN | SECRETARY/TREASURER | — |
| Beach Evan T | SHAREHOLDER | — |
| Clement Richard Lee | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152956/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152956/similar
- Related entities: https://search.stillhousedata.com/firm/152956/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152956

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.