Alvaro
Trullenque

Camden Wealth Advisors LLC

CRD#1753281
Investment Advisor
in Houston, TX

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About this Advisor

Alvaro Trullenque is a financial advisor based in Houston, Texas, working with Camden Wealth Advisors LLC. Alvaro has previously held positions at Camden Wealth Advisors LLC, Inscription Capital, LLC, and Inscription Family Office, LLC. Alvaro has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, Alvaro is part of Camden Wealth Advisors LLC, which operates out of Houston, Texas. The firm has 5 offices and 5 employees. The firm manages assets totaling $323.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Camden Wealth Advisors LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Houston, TX

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Camden Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$323,238,569

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

522

TX Average: 2,315
Average Account Size

$619,231

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Alvaro Trullenque Work History

2019 - Present (5 years)

Inscription Family Office, LLC

2009 - Present (15 years)

Camden Wealth Advisors LLC

2019 - 2020 (1 year)

Inscription Capital, LLC

Disclosures

Please visit the SEC profile of Alvaro Trullenque to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Camden Wealth Advisors LLC

Alfredo Miranda
Houston, TX
Alvaro Trullenque
Houston, TX
Manuel Malvaez
Kingwood, TX
Marc Sony
Kingwood, TX
Carlos Perez
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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