$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2020
- Office Locations
- 1
Office Locations
-- Land O Lakes FL
About AMG Wealth Management LLC
AMG Wealth Management LLC provides personalized wealth management for individuals and families, with a focus on retirees and business owners. The firm combines financial planning (tax, estate, retirement) with ongoing asset management, emphasizing asset allocation and risk management. Portfolios primarily use ETFs and public funds, custodied with Fidelity/NFS and Altruist.
Team overview
67 AVG AGE
$11.4M AVG AUM / ADVISOR
$260.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
Adam Michael Gruber
Chief Executive Officer, Managing Member
- CRD
- #6651951
- Ownership
- 50% but less than 75%
Available
Available
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THOMAS ALBERT GRUBER
Chief Compliance Officer
- CRD
- #5153509
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,883,198 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,883,198 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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