Amwh Asset Management LLC
RIAState Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$417K
Accounts
23
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 331629
- Website
- amwham.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI71.36%
- Individuals24.68%
- Charitable Organizations3.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Amwh Asset Management LLC is an independent, owner-operated limited liability company that provides portfolio management to individuals and small businesses. The firm serves an individual and family client base and is state-registered in Maine, New York and Texas. Its advisory engagements are fee-based and can include a percentage-of-AUM fee, fixed fees and, in some cases, performance-based fees. Amwh does not identify as an ESG-focused manager and lists portfolio management for private clients as its core advisory activity.
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 Equities59%
- Cash & Cash Equivalents30%
- Public Funds/Mutual Funds11%
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