AMBASSADOR WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 167064
- Website
- www.awmfin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.23%
- Individuals27.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ambassador Wealth Management, LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees. It does not self-identify as a capital allocator, is not flagged as an active ESG investor, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
2 of 2PETR BURUNOV
President & Wealth StrategistCRD 4293525
STUART QUINT
Managing DirectorCRD 2186699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 7720 NE Vancouver Mall Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
RIDINGER WEALTH MANAGEMENT, LLC
RIAVANCOUVER, WA
MIDDLETON & COMPANY
RIAVANCOUVER, WA
MARRAM INVESTMENT MANAGEMENT, LLC
RIAVANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP
RIAVANCOUVER, WA
ALLEN CAPITAL MANAGEMENT, LLC
RIAVANCOUVER, WA
UTA LLC
RIAVANCOUVER, WA