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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2001
- Office Locations
- 5
Office Locations
About AMB Wealth, LLC
AMB Wealth provides holistic wealth management and financial planning, evaluating clients’ assets, accounts, and portfolios to support growth and preservation. The firm also operates a healthcare-focused investment banking division delivering differentiated corporate finance and M&A advisory, backed by 70+ years of combined sector experience and an active track record of healthcare transactions and research/whitepapers for industry professionals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ERIC DAVIS
PARTNER
- CRD
- #4275024
- Ownership
- Less than 5%
GORDON ALLEN MANER
Chief Executive Officer, PARTNER, Principal
- CRD
- #4916231
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MIRON HERBERT ALLEN JR
Chairman
- CRD
- #1561147
KATHY BENNETT BARTLETT
Financial Advisor
- CRD
- #4414403
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,074,797,415 | $928,952 |
| Non-Discretionary | $0 | -- |
| Total | $1,074,797,415 | $928,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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