AMB WEALTH, LLC

Overview

AMB Wealth, LLC is a fee-based advisory firm that serves individuals, families and institutions. It operates as a capital allocator, blending discretionary portfolio management with financial planning and adviser selection services. The firm’s advisory scope includes portfolio management for individual and small business clients, institutional and business accounts, pension consulting, and the selection of outside managers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment emphasis skews toward public equities—particularly exchange-traded positions—while the firm also uses third‑party alternative managers to access private markets and real assets. AMB Wealth is not an active ESG investor, and it maintains relationships with broker‑dealers, insurance firms, accounting providers and sponsor/GP roles for pooled vehicles, reflecting a multi‑service operating model that can accommodate both direct-managed portfolios and outsourced manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices