Amb Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Thomasville, GA. Its latest Form ADV filing, dated March 6, 2026, reports $1.1B in regulatory assets under management, 22 employees, 3 offices, and 1,157 accounts.
Assets Under Management
$1.1B
Employees
22
Offices
3 offices
Total Clients
920
Primary office
THOMASVILLE, GA
135 SOUTH MADISON STREET, THOMASVILLE, GA, United States
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
703
2
HNWI
19.0%
175
3
Corporations
2.6%
24
4
Charitable
1.3%
12
5
Government
0.4%
4
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 6, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,157
10Y AUM Change+$650M (+153.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee42:1
10Y Employee Change+12 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.