AMD Wealth Management LLC
Firm details
- Headquarters
- Branchburg, New Jersey
- CRD number
- 339633
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AMD Wealth Management LLC is structured as a limited liability company with individual ownership. The firm provides financial planning and portfolio management services targeted at individual clients and small businesses. Its fee model is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. AMD does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator or pension consultant.
Assets & Accounts
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
Contacts
1 of 1
Andrew Donoghue
Registered AssistantCRD 8061431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Branchburg, NJ
Somerset
Location
Branchburg, NJ
Headquartered in Branchburg, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 971 Us Highway 202 N
- Time zone
- ET (UTC-5)
- Office locations
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