Cambridge Wealth Management LLC Employee Directory

Q: What is Cambridge Wealth Management LLC known for?

Cambridge Wealth Management LLC was founded in 2007. Cambridge Wealth Management LLC operates in the Financial Services industry.

Financial ServicesWashington, United States2-10 Employees

Cambridge Wealth Management is an independent, privately held Registered Investment Advisory (RIA) firm, dedicated to enhancing the financial lives of clients through customized Life by Design™ planning and the execution of the firm's 20/20 Investment Vision™.  We guide you through a personal journey of discovering what is most important to you by asking the right questions. Together, we craft a plan of action to fulfill your vision and accompany you through the seasons of your life.  

CWM's professionals have dedicated their careers to wealth management and the team has guided clients through bull markets as well as bear markets and everything in between.

CWM has no financial arrangements or conflicts of interest with third parties that may present a conflict of interest; this enables CWM to make independent, unbiased decisions with clients utilizing a global tool box of resources.

Quick Facts:

  Privately owned
  Approximately 70 client relationships and 6 employees
  Client retention rate is over 97%
  Advisors invest a significant portion of their personal portfolios in CWM investment strategies

Find Cambridge Wealth Management LLC employees' phone numbers or email addresses

Cambridge Wealth Management LLC Global Highlights

North America
4

United States Of America
4

Cambridge Wealth Management LLC's Leadership

J. F.
Administration Manager
Mobile Phone
Email

Contact profiles from Cambridge Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. F.
Administration Manager
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Cambridge Wealth Management LLC known for?

Cambridge Wealth Management LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 6957 Littlerock Road Southwest, Suite b; you can contact the main corporate office by phone at

+1-360-491-****

. Explore Cambridge Wealth Management LLC's company overview page for more information.

What is Cambridge Wealth Management LLC's most common email format?

Cambridge Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cambridge Wealth Management LLC email formats with LeadIQ.

How many employees does Cambridge Wealth Management LLC have currently?

Cambridge Wealth Management LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cambridge Wealth Management LLC's key employees and leadership?

As of December 2025, Cambridge Wealth Management LLC's key employees include:

Administration Manager: J. F.

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