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AMG WEALTH MANAGEMENT LLC

CRD 307704

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$22.9M

Discretionary AUM

$22.9M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals79$13.1M
High net worth individuals9$9.8M

All web addresses on file

Official SEC filing: View on IAPD