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Camp Wealth | 401(k) & IRA Management, 401K Rollovers, Asset Allocation

Camp Wealth

Typically responds within 24 hours
FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
1
Camp Wealth's Assets Under Management (AUM)
$25M - $100M
Business affliation
Hybrid RIA/Broker-Dealer
Fiduciary
Yes
Investment Approach
Passive management
Registration Status
RIA Firm, No IAR
LOCATION
-
SUPPORT
Standard Support
Camp Wealth
Camp Wealth specializes in comprehensive financial planning for the busy solo entrepreneur or high earner who wants to outsource their financial life to a professional.

Services Offered

Client Specialties

Minimum Financial Requirements

Annual Income
No minimum required
Investable Assets
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