AMWH Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,586,250
Total clients
10
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$958,625
About
AMWH Asset Management LLC provides ongoing asset and portfolio management primarily for individual clients and a range of other client types, including trusts, estates, small businesses and pooled vehicles. The firm manages accounts on a discretionary basis when authorized and also offers sub‑advisory services to third‑party investment advisers by providing model recommendations and trade signals.
The firm’s investment process draws on fundamental, technical and charting analysis and is tailored to documented client goals, risk tolerances and time horizons, with account reviews performed at least annually and more frequently as market conditions dictate. AMWH implements strategies through asset allocation, security selection and ongoing monitoring, and it documents client‑imposed restrictions and suitability information in client files.
Notably, AMWH discloses and uses performance‑based fee arrangements with qualified clients and outlines benchmark‑linked performance calculations and related conflicts of interest in its brochure—features that are uncommon among similar small supported firms. The firm, formed in 2024, remains small in scale with under $10 million in discretionary assets and a limited client base, and it describes specific compliance procedures to address conflicts arising from its sub‑advisory and performance‑fee activities.
Client services
Expertise
Fee options
Up to $1,000,000 annual fixed fee for sub-advisory services billed monthly
1.50% annually
20% of outperformance above agreed benchmark up to $250,000 annually, paid annually, only for qualified clients
Account minimum: $1,000,000
Main office location
AMWH Asset Management LLC
Mahopac NY, United States
Number of offices
2
Most active in
Maine · New York · Texas
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
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