RIA Intel›Advisers›Florida›CAMELOT WEALTH MANAGEMENT, LLC

CAMELOT WEALTH MANAGEMENT, LLC

Advisory

FL

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in FL

#1,499

of 2,610 advisers by AUM

Average account

$216K

across 307 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$65M

Non-Discretionary AUM$914K

Discretionary %98.6%

Total Clients101

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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