A
CRD: 167064
Ambassador Wealth Management, LLC
$89.9M Total AUM
$89.9M Disc. AUM
-- 3Y CAGR
6 Employees
134 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2013
- Office Locations
- 1
Office Locations
7720 NE Vancouver Mall Drive Suite 100 Vancouver WA
About Ambassador Wealth Management, LLC
Ambassador Wealth Management, LLC is a Vancouver-based RIA. The firm has been operating for 13 years. Managing $89.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
50 AVG AGE
$45.0M AVG AUM / ADVISOR
$671.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Harbor ridge Pathway Ember
Client Personas
Frontier
Investment Themes
Foundation ridge
Investment Vehicles
Ember summit Element north
Services
Capital north Prime Zenith Insight zenith Ridge Legacy Quantum fusion Optima
Owner & Executives
PETR P BURUNOV JR
Investment Advisor, Managing Member
- CRD
- #4293525
- Ownership
- 75% or more
(708) 903-5890
horizon.peak@focuscapital.com
in linkedin.com/in/oak-delta
Showing 1 of 1 owners & executives
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S
STUART PATTERSON QUINT
Managing Director
- CRD
- #2186699
(552) 294-3122
oak.vertex@timbercapital.com
in linkedin.com/in/insight-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,935,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,935,816 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,935,816
Equity - Exchange:
50.3% Public Funds:
13.2% Cash:
16.8% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,126,063,881 | 50.3% |
| Public Funds | $820,358,712 | 13.2% |
| Cash | $1,044,092,907 | 16.8% |
| U.S. Government/Agency | $1,224,323,230 | 19.7% |
| Total | $6,214,838,730 | 100.0% |