AM Wealth Solutions, LLC

Overview

AM Wealth Solutions, LLC is a small, independent registered investment adviser focused on serving individual and family clients, and small-business owners. The firm delivers financial planning and discretionary portfolio management, combining fee-based asset management with hourly planning engagements. Its advisory approach favors equity exposure and integrates environmental, social and governance (ESG) considerations into investment selection and portfolio construction. As an owner-operated RIA, the firm structures advice around customized portfolios rather than institutional model-only solutions. Client relationships appear hands-on, with the adviser acting as a direct point of contact for planning and investment decisions. Compensation is a mix of percentage of AUM and hourly charges, which supports both ongoing portfolio management and discrete planning engagements.

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Public Holdings

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Location & Offices