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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-2012
- Office Locations
- 1
Office Locations
About Wealth Ambassadors, LLC
Wealth Ambassadors, LLC is a Lake St. Louis, MO-based RIA led by founder J. Brenton Dearing, CFP, serving businesses, retirees and other individuals around the country. The firm provides investment management and planning across retirement, estate and tax planning, plus insurance solutions. Portfolios commonly use ETFs and public funds, with Schwab as primary custodian, and the team hosts educational workshops.
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Investment Themes
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Owner & Executives
JAMES BRENTON DEARING
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2423658
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,513,996 | -- |
| Non-Discretionary | $29,544,112 | -- |
| Total | $60,058,108 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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