AMB WEALTH, LLC
Latest filing: Apr 23, 2025 (56 days ago)
AUM
$1,010,736,265
19% change vs. 1 year ago
49% change vs. 3 years ago
107% change vs. 5 years ago
145% change vs. 10 years ago
Employee Count
22
0% change vs. 1 year ago
29% change vs. 3 years ago
47% change vs. 5 years ago
10% change vs. 10 years ago
Main Office
THOMASVILLE, GA
135 SOUTH MADISON STREET, THOMASVILLE, GA, UNITED STATES, 31792
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.5 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 713 | $0.3 |
| Average Individual AUM | $471,059 | |
| HNW | 119 | $0.2 |
| Average HNW AUM | $1,337,768 | |
| Retail Total | 832 | $0.5 |
| Average Retail AUM | $595,023 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | ST. LOUIS-MO-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 50% | $0.5 |
| Equity Non-Exch | 2% | $0.0 |
| Govt Agency | 19% | $0.2 |
| Municipal | 5% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 11% | $0.1 |
| Other Pools | 1% | $0.0 |
| Cash | 8% | $0.1 |
| Other | 1% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMB PROFESSIONAL GROUP | $0.0 | accountancy | - |
| FRONTLINE HEALTHCARE PARTNERS, LLC | $0.0 | 311770 | |
| ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC | $0.0 | broker-dealer | 142619 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| ALLEN, MIRON, HERBERT | CHAIRMAN OF THE BOARD, CHAIRMAN OF THE BOARD |
| MANER, GORDON, ALLEN | OWNER, CEO |
| DAVIS, MARK, ERIC | PARTNER |
| STRICKLAND, HEATHER, MICHELE | CFO |
| NICKS, BRENT, PATRICK | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
17 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| VANN PITTS | THOMASVILLE | GA | S63|2019-02-26|S65|2019-04-17 | ||||||
| BRENT NICKS | THOMASVILLE | GA | S63|1999-12-29 | ||||||
| MARK DAVIS | THOMASVILLE | GA | S63|2000-12-07|S66|2003-05-16 | CERTIFIED FINANCIAL PLANNER | |||||
| RICHARD MOONEY | THOMASVILLE | GA | S63|1986-10-10|S65|1996-11-05 | ||||||
| CRYSTAL GODBEE | THOMASVILLE | GA | S66|2011-09-19 | ||||||
| BREWER BENTLEY | THOMASVILLE | GA | S66|2013-09-20 | ||||||
| LAUREN SMITH | THOMASVILLE | GA | S63|2011-06-15|S65|2015-09-28 | ||||||
| LILLIE HALL | THOMASVILLE | GA | S63|2003-04-07|S66|2011-12-14 | ||||||
| MIRON ALLEN | THOMASVILLE | GA | S63|1986-10-10|S65|1996-11-05 | ||||||
| ROBBY PITTS | THOMASVILLE | GA | S63|1997-08-15|S65|2001-04-04 | ||||||
| HARRY VANN | THOMASVILLE | GA | S63|1997-11-13 | ||||||
| MICHAEL SERVETAS | THOMASVILLE | GA | S63|2022-03-26|S65|2023-04-03 | ||||||
| KYLE KLINGER | THOMASVILLE | GA | S65|2019-03-21 | ||||||
| KATHY BARTLETT | THOMASVILLE | GA | S65|2023-04-28|S66|2005-01-26|S63|2001-09-07 | ||||||
| JOHN HALL | THOMASVILLE | GA | S63|2013-07-06|S66|2015-06-30 | ||||||
| MATTHEW ROACH | THOMASVILLE | GA | S66|2011-02-22 | ||||||
| GORDON MACQUIRTER | THOMASVILLE | GA | S66|2002-08-15 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.0 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.2 | 19% | 22 | 0 | 0% |
| 2023-04-04 | $0.7 | $0.3 | 49% | 17 | 5 | 29% |
| 2022-04-01 | $0.7 | $0.3 | 49% | 17 | 5 | 29% |
| 2021-04-05 | $0.5 | $0.5 | 106% | 17 | 5 | 29% |
| 2020-04-01 | $0.5 | $0.5 | 107% | 15 | 7 | 47% |
| 2019-04-01 | $0.7 | $0.4 | 55% | 13 | 9 | 69% |
| 2018-04-02 | $0.7 | $0.4 | 54% | 13 | 9 | 69% |
| 2017-04-01 | $0.4 | $0.6 | 138% | 10 | 12 | 120% |
| 2016-04-01 | $0.4 | $0.6 | 125% | 20 | 2 | 10% |
| 2015-04-01 | $0.4 | $0.6 | 145% | 20 | 2 | 10% |
| 2014-04-01 | $0.3 | $0.7 | 190% | 20 | 2 | 10% |
| 2013-04-01 | $0.3 | $0.7 | 203% | 20 | 2 | 10% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AL-10/17/2023, DE-01/31/2025, FL-06/27/2001, GA-01/11/2018, IA-03/14/2022, LA-03/23/2021, MD-01/11/2018, NC-01/11/2018, SC-01/11/2018, TX-09/17/2021, VA-01/11/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV