Justin David Rees
Investment adviser representative at Cambria Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Cambria Wealth ManagementFeb 2023 to now
- Avantax Advisory ServicesJun 2020 to Jun 2025
- Avantax Insurance Agency, LLCJun 2020 to Jun 2025
- Avantax Investment Services Inc.Jun 2020 to Jun 2025
- Aksala Wealth Advisors LLCJun 2020 to Feb 2023
- Robert W. Baird & Co. IncorporatedJun 2012 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cambria Wealth Management
Legal name: Rees Wealth Management, LLC
$115.7MAssets managed
105Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5570895
- Firm CRD
- 335458