Alvaro Trullenque

CAMDEN WEALTH ADVISORS LLC

Houston, TX

Some features on this profile are disabled

CRD#: 1753281

Professional summary

Alvaro Trullenque, CPWA® is a registered financial advisor currently at CAMDEN WEALTH ADVISORS LLC located in Houston, Texas and INSCRIPTION FAMILY OFFICE, LLC located in Houston, Texas.

Alvaro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Alvaro has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.)TP INTERNATIONAL, PARTNER, REAL ESTATE, 50% FINANCIAL INTEREST, NO TIME DEVOTED DURING TRADING HOURS. 2.) INSCRIPTION FAMILY OFFICE, INVESTMENT RELATED, HOUSTON, TX, MANAGING MEMBER, INVESTMENT ADVISER REPRESENTATIVE, 05/2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvaro Trullenque's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-10-16

Expire date: 2023-09-30

Experience

Current

March 20, 2009 - Present

CAMDEN WEALTH ADVISORS LLC

RIA

CRD#: 148518

Houston, TX

Current

September 20, 2019 - Present

INSCRIPTION FAMILY OFFICE, LLC

Office #1: 1330 Post Oak Boulevard Suite 1500, Houston, TX 77056

RIA

CRD#: 301900

HOUSTON, TX

Past

April 12, 2019 - February 6, 2020

INSCRIPTION CAPITAL, LLC

RIA

CRD#: 291780

HOUSTON, TX

Past

June 3, 2011 - December 31, 2013

NORTHEAST SECURITIES, LLC

CRD#: 25996

HOUSTON, TX

Past

January 26, 1996 - March 23, 2009

STANFORD GROUP COMPANY

RIA

CRD#: 39285

HOUSTON, TX

Past

January 26, 1996 - March 23, 2009

STANFORD GROUP COMPANY

CRD#: 39285

HOUSTON, TX

Past

November 25, 1987 - February 1, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMDEN WEALTH ADVISORS LLC

CAMDEN ADVISORS, INC | CAMDEN WEALTH ADVISORS LLC

CRD#: 148518 / SEC#: 801-70004

RIA

Registered Investment Advisory firm - (3/9/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/20/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/25/1996

General Securities Principal Examination

Current Firm

CAMDEN WEALTH ADVISORS LLC

CAMDEN ADVISORS, INC | CAMDEN WEALTH ADVISORS LLC

CRD#: 148518 / SEC#: 801-70004

RIA

Registered Investment Advisory firm - (3/9/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1707 1/2 Post Oak Boulevard #578, Houston, TX 77056

Mailing Address

Phone number

(713) 341-5312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMDEN WEALTH ADVISORS DISCLOSURE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	518
AUM (Assets Under Management)	$ 340,203,392

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/16/2024	Cover Page	Report
01/09/2024	Cover Page	Report
08/10/2023	Cover Page	Report
10/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alvaro Trullenque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alvaro Trullenque's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSCRIPTION FAMILY OFFICE, LLC

INSCRIPTION CAPITAL, LLC

NORTHEAST SECURITIES, LLC

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CAMDEN WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/1995

Series 63

Date: 12/16/1987

Series 7

Date: 11/21/1987

Series 24

Date: 3/25/1996

Current Firm

CAMDEN WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMDEN WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors