AMB Wealth, LLC
Firm details
- Headquarters
- Thomasville, Georgia
- CRD number
- 113106
- Registered since
- June 13, 2001
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI42.1%
- Individuals39.27%
- State / Municipal Government7.69%
- Corporations / Businesses6.37%
- Charitable Organizations3.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
AMB Wealth, LLC is an independent registered investment adviser organized as an LLC that has been registered with the SEC since 2001. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. AMB Wealth lists affiliations across the financial ecosystem — broker‑dealer relationships, other investment advisers, accounting and insurance firms, and involvement as sponsor or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- US Government Bonds20%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
3 of 4
Matthew Roach
Chief Investment Strategist, Vice PresidentCRD 5884689
Brent Nicks
Chief Compliance OfficerCRD 4067773
Heather Strickland
Chief Financial OfficerCRD 6583810
Contacts
3 of 15
Mark Davis
Head of Wealth ManagementCRD 4275024
Lillie Hall
WEALTH ASSOCIATECRD 4323339
Kathy Bartlett
Financial AdvisorCRD 4414403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$72.2M in ETFs
99%
$71.8M
1%
$433K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.6M | 21,793 | 23.02% |
Location
Thomasville, GA
Thomas
Location
Thomasville, GA
Headquartered in Thomasville, GA, in the South of the United States.
- Region
- South
- County
- Thomas
- Address
- 135 S Madison St
- Time zone
- ET (UTC-5)
- Office locations
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