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AMFG WEALTH MANAGEMENT LLC
CRD 292160
924 WESTPOINT PARKWAY, SUITE 100, WESTLAKE, OH, 44145, United States
Phone
(440) 249-0397
Fax
(440) 249-0110
Registration
— (—)
Source
State registered
Total AUM
$58.7M
Discretionary AUM
$58.7M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 536 | $40.7M |
| High net worth individuals | 11 | $12.8M |
| Pension/profit sharing plans | 11 | $3.8M |
| Corporations/business entities | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD