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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 Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.07B
Clients
920
1,157 accounts
Employees
22
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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.