AMG Wealth Management LLC

Overview

AMG Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm runs a percentage-of-AUM fee model and provides discretionary portfolio management alongside financial planning. Its advisory scope includes portfolio management for individuals and small businesses, selecting other advisers on clients’ behalf, and running educational seminars and workshops. Investment activity is tilted toward publicly available pooled vehicles: public funds and mutual funds are the single largest holding category. The firm is a capital allocator in that it sources outside managers and advisers for client strategies, rather than relying solely on in‑house proprietary products. AMG Wealth Management does not identify as an active ESG investor and operates on a single-state basis. The firm maintains an industry affiliation with accounting professionals, which suggests coordination with tax and accounting workflows for clients.

Assets & Accounts

Location & Offices