Ambassador Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$89,935,816
Total clients
134
31% high-net worth
Total advisors
2
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
67
Average account size
$671,163
About
Ambassador Wealth Management provides discretionary investment management and separate financial planning and consulting to individuals (including high‑net‑worth clients), trusts, business entities, and pension or profit‑sharing plans. The firm offers portfolio design, asset allocation, implementation, ongoing monitoring, and coordination with clients’ other professionals, and does not participate in wrap fee programs.
The firm applies fundamental analysis across a mix of index and actively managed mutual funds and ETFs, public equities, municipal and corporate debt, and private placements, evaluating managers by performance metrics and tenure. Ambassador generally recommends longer‑term target asset mixes with periodic rebalancing, manages accounts on a discretionary basis, and conducts account reviews at least quarterly.
Noteworthy features disclosed in the brochure include a related tax preparation and bookkeeping business (Ambassador Tax Consultants, LLC) operated by the principal, which may present a conflict of interest when recommended to clients. The firm also aggregates related family accounts for fee calculations, imposes no account minimum, and does not accept custody of client assets or proxy‑voting authority.
Client services
Expertise
Fee options
$0 - $99,999.99: 2.50% $100,000 - $249,999.99: 2.25% $250,000 - $499,999.99: 2.00% $500,000 - $999,999.99: 1.85% $1,000,000 - $1,999,999.99: 1.65% $2,000,000 - $2,999,999.99: 1.35% $3,000,000 - $4,999,999.99: 1.15% $5,000,000 - $9,999,999.99: 1.00% $10,000,000 - $14,999,999.99: 0.85% $15,000,000 - $99,999,999.99: 0.70%
$350 per hour
Main office location
Ambassador Wealth Management, LLC
7720 Ne Vancouver Mall Drive, Suite 100
Vancouver WA 98662-7918, United States
Number of offices
1
Most active in
California · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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