AMB Wealth, LLC

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Total assets under management

$1,010,736,265

Total clients

832

14% high-net worth

Total advisors

of 22 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,214,827

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Annual platform fee of $130 per advisory account, assessed quarterly in arrears.

Percentage

$25,000 - $500,000: 2.00% - 2.50% $500,001 - $1,000,000: 1.00% - 2.00% $1,000,001 - $5,000,000: 0.75% - 1.50% $5,000,001+: 0.50% - 1.00% $25,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50% $25,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged based on scope and complexity; invoiced separately and paid via check.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

AMB Wealth, LLC

135 South Madison Street

Thomasville GA 31792, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 866-277-1500

Advisors at this firm

Harry V

Series 63

Thomasville, GA

AMB Wealth, LLC

Kathy B

Series 63, Series 65, Series 66

Thomasville, GA

AMB Wealth, LLC

Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Crystal G

Series 66

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

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