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AMB WEALTH, LLC
Legal name: ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106File 801-60350
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
920
1,157 accounts
Employees
23
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 13, 2001
- Principal office
- 135 SOUTH MADISON STREET, THOMASVILLE, GA, 31792
- Phone
- 866-277-1500
- Website
- https://WWW.AMBWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,157
- Non-discretionary accounts
- 0
- Total accounts
- 1,157
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $68.5M |
| Insurance companies | Fewer than 5 | $9.6M |
| Charitable organizations | 12 | $38.8M |
| High net worth individuals | 175 | $452.5M |
| Pension and profit sharing plans | Fewer than 5 | $722K |
| State or municipal government entities | Fewer than 5 | $82.6M |
| Individuals (other than high net worth individuals) | 703 | $422.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 991 | 920 | decreased by71 |
| Apr 1, 2026 | AUM | $1,010,736,265 | $1,074,797,415 | increased by$64,061,150 |
| Apr 1, 2026 | Accounts | 985 | 1,157 | increased by172 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 22 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 658 | 991 | increased by333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $679,891,288 | $1,010,736,265 | increased by$330,844,977 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 658 | 985 | increased by327 |
| Apr 1, 2022 | Clients | 612 | 658 | increased by46 |
| Apr 1, 2022 | AUM | $489,907,511 | $679,891,288 | increased by$189,983,777 |
| Apr 1, 2022 | Accounts | 613 | 658 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMB WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.