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AMB WEALTH, LLC

135 South Madison Street
Thomasville, Georgia 31792
Tel: 866-277-1500

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About AMB WEALTH, LLC

AMB WEALTH, LLC, formally registered with the SEC as AMB WEALTH, LLC. The firm was established in 06/13/2001. They have over 3 offices throughout the country.

AMB WEALTH, LLC is a Thomasville, Georgia based Financial Planning firm with nearly $1,010,736,265 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113106
SEC#801-60350
Assets Managed by Firm$1,010,736,265
No. of Clients985
No. of Advisors22

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total985$1,010,736,265
Individuals (other than high net worth individuals)713$335,864,833
High net worth individuals119$159,194,384
Pension and profit sharing plans35$79,841,598
Charitable organizations23$88,748,439
Corporations or other businesses23$111,852,149

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EARNEST PARTNERS, LLC
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VOYA INVESTMENT MANAGEMENT LLC
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ATLANTA CAPITAL
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