AMC Wealth Management, LLC
RIAState Registered
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$434K
Accounts
256
Employees
7
Advisory reps
6
Firm details
- Headquarters
- ,
- CRD number
- 308157
- Website
- amcwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AMC Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individual and small business clients. Its fees are charged primarily as a percentage of assets under management, with some services billed hourly. AMC reports no emphasis on ESG investing and does not position itself as a pension consultant or a related/adjoining 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 Equities80%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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