WEALTH AMBASSADORS, LLC

Overview

Wealth Ambassadors, LLC is an independent registered investment adviser focused on providing financial planning and portfolio management to individuals and small businesses. The firm operates with a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, and it also operates as an insurance broker. Its advisory scope covers financial planning, discretionary and non‑discretionary portfolio management for individual and family clients, and pension consulting services. Client base and service offering point to a practice oriented toward personal wealth management rather than institutional allocation or capital introduction. Investment activity centers on traditional public funds and mutual fund strategies. The adviser’s allocation decisions emphasize pooled public products as the primary building blocks of client portfolios; separate account and model-based structures appear in use but are secondary. Wealth Ambassadors does not identify itself as an active ESG investor, and the firm is not positioned as a multi‑state or pension consultant at scale.

Assets & Accounts

Investments & Alternatives

Location & Offices