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AMB WEALTH, LLC
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106 · SEC 801-60350
135 SOUTH MADISON STREET, THOMASVILLE, GA, 31792, United States
Phone
866-277-1500
Fax
229-225-1525
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.07B
Team
22 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 703 | $422.1M |
| High net worth individuals | 175 | $452.5M |
| Pension/profit sharing plans | 1 | $722K |
| Charitable organizations | 12 | $38.8M |
| State/municipal entities | 4 | $82.6M |
| Insurance companies | 1 | $9.6M |
| Corporations/business entities | 24 | $68.5M |
States served
AL, DE, GA, IA, LA, MD, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD