AMB Wealth, LLC

RIASEC RegisteredEst. 2001
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$929K
Accounts
1,157
Employees
22
Advisory reps
18

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

FINTRX

Overview

AMB Wealth, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2001. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator that can deploy client assets across internal strategies and third-party managers. Core advisory services include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees. AMB Wealth does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 20%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, Investment Grade Corp Bonds 4%, Non-Exchange Traded Equities 2%, Private Funds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • US Government Bonds20%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%

Owners & executives

3 of 4
  • Matthew Roach

    Matthew Roach

    Chief Investment Strategist, Vice PresidentCRD 5884689

  • Gordon Maner

    Gordon Maner

    Chief Executive OfficerCRD 4916231

  • Heather Strickland

    Heather Strickland

    Chief Financial OfficerCRD 6583810

Unlock 1 more executives →

Contacts

3 of 14
  • Brewer Bentley

    Brewer Bentley

    Financial AdvisorCRD 6057762

  • Crystal Godbee

    Crystal Godbee

    Director of OperationsCRD 5629010

  • Nathan Lowther

    Nathan Lowther

    Financial AdvisorCRD 4159045

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$73.8M in ETFs

Passive

99%

$73.4M

Active

1%

$443K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SEMICONDUCTOR ETF (SOXX)BlackRockPassiveTechnology$17.5M27,34923.75%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Mmhp Investment Advisors

RIA

Thomasville, GA

AUM $435MTEAM 4REPS 2

Southeast Asset Advisors, LLC

RIA

Thomasville, GA

AUM $4.2BTEAM 14REPS 8

Wiregrass Asset Management

RIA

Thomasville, GA

AUM $160MTEAM 3REPS 1

Elwood & Goetz

RIA

Athens, GA

AUM $1.1BTEAM 29REPS 20

Gibbs Wealth Management, LLC

RIA

Alpharetta, GA

AUM $1.1BTEAM 147REPS 67

Jamison Private Wealth Management, Inc.

RIA

Milton, GA

AUM $1.1BTEAM 5REPS 4
More RIAs in Thomasville →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth