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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2015
- Office Locations
- 1
Office Locations
About Ambrose Wealth Management
Ambrose Wealth Management is an independent retirement and wealth planning RIA serving retirees, executives, professionals, and business owners with pre- and post-retirement planning. Founded by Tom Ambrose (advising since 1978), the firm pairs fee-based investment management with insurance and annuity planning. Portfolios are ETF-led with some U.S. government/agency bonds, and the practice commonly custodies at Schwab or Fidelity; state-registered in PA and DE.
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Owner & Executives
THOMAS KEVIN AMBROSE
Chief Executive Officer, Director
- CRD
- #871838
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,692,706,568 | 32.0% |
| Equity - OTC | $4,417,721,713 | 52.5% |
| U.S. Government/Agency | $1,304,279,744 | 15.5% |
| Total | $8,414,708,025 | 100.0% |