WILLIAMSVILLE, NYCRD 126545Latest ADV March 18, 2026
Amazz Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 18, 2026, reports $78M in regulatory assets under management, 1 employee, and 120 accounts.
Assets Under Management
$78M
Employees
1
Offices
--
Total Clients
120
Primary office
WILLIAMSVILLE, NY
5214 MAIN STREET #200, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 40.8% of total clients.
Top client categories% of clientsClients
1
HNWI
40.8%
49
2
Individuals
32.5%
39
3
Irrevocable Trusts/Estates
26.7%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$78Mas of March 18, 2026
Discretionary100.0%
$78M
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$78M
Total Accounts120
10Y AUM Change+$16M (+26.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee120:1
10Y Employee Change0 (0.0%)
* 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.