CAMELOT WEALTH MANAGEMENT, LLC

CAMELOT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 171275). Regulatory assets under management: $66.3M.

Registration

• CRD: 171275
• Type: Registered investment adviser
• Phone: 813-510-4910
• Latest filing: 2026-01-05
• Regulatory AUM: $66.3M
• Discretionary AUM: $65.4M
• Non-discretionary AUM: $914K
• Clients: 3
• Accounts: 307

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search