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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2018
- Office Locations
- 3
Office Locations
About Amfg Wealth Management LLC
AMFG Wealth Management LLC is an RIA serving retail and institutional clients, including a niche focus on athletes. The firm provides financial and investment planning alongside insurance and annuity solutions, and builds portfolios primarily with public funds and ETFs, with smaller allocations to investment-grade bonds and cash. Custody is through Charles Schwab, with Broadridge/MCO in the tech stack.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 559 clients, or 139.8 clients per representative. That equates to $105.0K in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Amfg Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALFRED JAMES FERONTI
Chief Compliance Officer, Managing Member
- CRD
- #1013847
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM JOSEPH DEMARCO
Investment Advisor Representative
- CRD
- #6232527
James Edward Eastwood
Investment Advisor Representative
- CRD
- #1612436
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,667,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,667,430 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Amfg Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.