AMB Wealth, LLC

RIASEC RegisteredEst. 2001
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$929K
Accounts
1,157
Employees
23
Advisory reps
19

Firm details

Headquarters
Thomasville, Georgia
CRD number
113106
Registered since
June 13, 2001
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI42.1%
  • Individuals39.27%
  • State / Municipal Government7.69%
  • Corporations / Businesses6.37%
  • Charitable Organizations3.61%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

AMB Wealth, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2001. The firm positions itself as a capital allocator serving both individuals/families and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 20%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, Investment Grade Corp Bonds 4%, Non-Exchange Traded Equities 2%, Private Funds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • US Government Bonds20%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%

Owners & executives

3 of 4
  • Matthew Roach

    Matthew Roach

    Chief Investment Strategist, Vice PresidentCRD 5884689

  • Brent Nicks

    Brent Nicks

    Chief Compliance OfficerCRD 4067773

  • Heather Strickland

    Heather Strickland

    Chief Financial OfficerCRD 6583810

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Contacts

3 of 15
  • Mark Davis

    Mark Davis

    Head of Wealth ManagementCRD 4275024

  • Lillie Hall

    Lillie Hall

    WEALTH ASSOCIATECRD 4323339

  • Kathy Bartlett

    Kathy Bartlett

    Financial AdvisorCRD 4414403

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$73.8M in ETFs

Passive

99%

$73.4M

Active

1%

$443K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SEMICONDUCTOR ETF (SOXX)BlackRockPassiveTechnology$17.5M27,34923.75%
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Location

Primary office

Thomasville, GA

Thomas

Location

Thomasville, GA

Headquartered in Thomasville, GA, in the South of the United States.

Region
South
County
Thomas
Address
135 S Madison St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth