AMFG WEALTH MANAGEMENT LLC

AMFG WEALTH MANAGEMENT LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 292160). Regulatory assets under management: $58.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 292160
• Type: Registered investment adviser
• Location: 924 WESTPOINT PARKWAY, WESTLAKE, OH, 44145
• Phone: (440) 249-0397
• Latest filing: 2026-03-31
• Regulatory AUM: $58.7M
• Discretionary AUM: $58.7M
• Clients: 4
• Accounts: 559

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search