AM WEALTH SOLUTIONS, LLC

AM WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 334822). Regulatory assets under management: $11.1M.

Registration

• CRD: 334822
• Type: Registered investment adviser
• Phone: 6178409589
• Latest filing: 2026-03-27
• Regulatory AUM: $11.1M
• Discretionary AUM: $11.1M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search