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Camelback Wealth Management, LLC (Phoenix)


Camelback Wealth Management, LLC is an adviser based in Phoenix. It manages $7.85 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007.




Camelback Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Camelback Wealth Management: assets under management

The assets under management (AUM) of Camelback Wealth Management, LLC is $7.85 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.4 million in discretionary accounts and $450 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Camelback Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lubertus Henry Hayenga Trustee 1 Jan 1995 75% - 100% 4632836
Michael Jerome Witherill General partner 1 Dec 2003 75% - 100% 1445883
Nancy Joan Witherill General partner 1 Dec 2003 25% - 50% 5427383
Creek Valley Holdings Llp Owner 1 May 2007 50% - 75% 20-0567552
The Hayenga Family Rev Trust Owner 1 May 2007 50% - 75% xxx-xx-xxxx
Matthew John Armistead Trustee 1 Nov 2007 50% - 75% 4589915

Based in Phoenix

The principal office where Camelback Wealth Management, LLC performs its advisory services is located at 2701 E Camelback Road, Phoenix, AZ 85016 4332, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-424-5430 or by fax 602-424-1803. The normal business hours are 8-4 on Monday - Friday.


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