AMD Wealth Management LLC

Overview

AMD Wealth Management LLC is an independent, New Jersey–based registered investment adviser structured as an LLC and owned by an individual. The firm is registered with the SEC (registration year: Unknown). Its client focus is individuals and families, and its advisory services center on financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. AMD bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The practice favors an equity-oriented approach and is not identified as an active ESG investor or a multi-state adviser. The firm does not present itself as a capital allocator to external funds.

Assets & Accounts

Public Holdings

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Location & Offices