AMB WEALTH, LLC

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC Legal Name

Adviser information for AMB WEALTH, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 17
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 11
No. of Firms/People that Solicit Clients 9

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,488 $848.0M
Non-Discretionary 0 $0
Total 1,488 $848.0M

Clients

Type Number RAUM
Individuals 495 $114.7M
HNW Individuals 277 $262.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 38 $68.6M
Charitable organizations 22 $78.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $7.8M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 33 $114.2M
Other 70 $201.1M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-60350
SEC ERA File Number 801-60350
SEC CIK Numbers 2001461
SEC CRD Numbers 113106
Legal Entity Identifier None

Principal Office

135 SOUTH MADISON STREET
THOMASVILLE
GA
United States
Monday - Friday, 8:00A.M. - 5:00P.M.
Tel: 866-277-1500, Fax: 229-225-1525

Chief Compliance Officer

BRENT PATRICK NICKS
CHIEF COMPLIANCE OFFICER
135 SOUTH MADISON STREET
THOMASVILLE
GA
United States
Tel: 229-225-1500
Fax: 229-225-1525
(Full email address available in API data)

Industry Affiliates

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
FAMILY HOME OFFICE Accountant or accounting firmInsurance company or agencySponsor, GP, manager of pooled investment vehicles
FRONTLINE HEALTHCARE PARTNERS Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FAIM INVESTMENTS, LLC Domestic Entity PARENT COMPANY 01/2001 > 75%
ALLEN, MIRON, HERBERT Individual FAIM INVESTMENTS, LLC CHAIRMAN OF THE BOARD 01/2001
ALLEN, MIRON, HERBERT Individual CHAIRMAN OF THE BOARD 09/2001 < 5%
MANER, GORDON, ALLEN Individual FAIM INVESTMENTS, LLC OWNER 03/2015 25-50%
DAVIS, MARK, ERIC Individual PARTNER 08/2017 < 5%
Strickland, Heather, Michele Individual CFO 08/2017 < 5%
MANER, GORDON, ALLEN Individual CEO 12/2018 < 5%
NICKS, BRENT, PATRICK Individual CHIEF COMPLIANCE OFFICER 11/2023 < 5%

No. Employees, Historic

3015020202021202220232024202515 on 3/30/202015 on 6/30/202017 on 3/23/202117 on 9/17/202117 on 9/22/202117 on 3/14/202217 on 3/31/202217 on 6/8/202221 on 6/12/202321 on 7/3/202321 on 10/17/202321 on 11/14/202321 on 11/14/202322 on 1/2/202422 on 1/3/202422 on 1/31/202422 on 3/18/2024

RAUM, Historic

900M450M0202020212022202320242025488848381 on 3/30/2020488848381 on 6/30/2020489907511 on 3/23/2021489907511 on 9/17/2021489907511 on 9/22/2021489907511 on 3/14/2022679891288 on 3/31/2022679891288 on 6/8/2022860479912 on 6/12/2023860479912 on 7/3/2023860479912 on 10/17/2023860479912 on 11/14/2023860479912 on 11/14/2023860479912 on 1/2/2024860479912 on 1/3/2024860479912 on 1/31/2024847979237 on 3/18/2024

No. Clients, Historic

2,0001,0000202020212022202320242025603 on 3/30/2020603 on 6/30/2020612 on 3/23/2021612 on 9/17/2021612 on 9/22/2021612 on 3/14/2022658 on 3/31/2022658 on 6/8/20221130 on 6/12/20231130 on 7/3/20231130 on 10/17/20231130 on 11/14/20231130 on 11/14/20231130 on 1/2/20241130 on 1/3/20241130 on 1/31/2024937 on 3/18/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Allen, Mooney & Barnes Investment Adviso APPLE INC COM 36M 169K
Allen, Mooney & Barnes Investment Adviso ALPHABET INC CAP STK CL A 26M 144K
Allen, Mooney & Barnes Investment Adviso MICROSOFT CORP COM 26M 59K
Allen, Mooney & Barnes Investment Adviso AMAZON COM INC COM 20M 102K
Allen, Mooney & Barnes Investment Adviso EXXON MOBIL CORP COM 18M 155K
Allen, Mooney & Barnes Investment Adviso JPMORGAN CHASE & CO. COM 17M 86K
Allen, Mooney & Barnes Investment Adviso AMERICAN EXPRESS CO COM 17M 73K
Allen, Mooney & Barnes Investment Adviso ABBVIE INC COM 15M 87K
Allen, Mooney & Barnes Investment Adviso LOWES COS INC COM 14M 64K
Allen, Mooney & Barnes Investment Adviso SCHWAB CHARLES CORP COM 13M 180K
Allen, Mooney & Barnes Investment Adviso AMERICAN ELEC PWR CO INC COM 13M 149K
Allen, Mooney & Barnes Investment Adviso LYONDELLBASELL INDUSTRIES N V SHS - A - 13M 136K
Allen, Mooney & Barnes Investment Adviso DEERE & CO COM 13M 34K
Allen, Mooney & Barnes Investment Adviso BLACKROCK INC COM 13M 16K
Allen, Mooney & Barnes Investment Adviso HONEYWELL INTL INC COM 12M 57K
Allen, Mooney & Barnes Investment Adviso PRUDENTIAL FINL INC COM 12M 100K
Allen, Mooney & Barnes Investment Adviso SPDR S&P 500 ETF TRUST 11M 21K
Allen, Mooney & Barnes Investment Adviso UNITEDHEALTH GROUP INC COM 11M 22K
Allen, Mooney & Barnes Investment Adviso CUMMINS INC COM 11M 40K
Allen, Mooney & Barnes Investment Adviso L3HARRIS TECHNOLOGIES INC COM 11M 47K
Allen, Mooney & Barnes Investment Adviso METLIFE INC COM 10M 148K
Allen, Mooney & Barnes Investment Adviso ENTERPRISE PRODS PARTNERS L P COM 10M 350K
Allen, Mooney & Barnes Investment Adviso CISCO SYS INC COM 9M 200K
Allen, Mooney & Barnes Investment Adviso MEDTRONIC PLC SHS 9M 120K
Allen, Mooney & Barnes Investment Adviso CONOCOPHILLIPS COM 9M 80K
Allen, Mooney & Barnes Investment Adviso ALTRIA GROUP INC COM 9M 198K
Allen, Mooney & Barnes Investment Adviso CVS HEALTH CORP COM 8M 131K
Allen, Mooney & Barnes Investment Adviso INTERNATIONAL BUSINESS MACHS COM 8M 44K
Allen, Mooney & Barnes Investment Adviso PEPSICO INC COM 8M 46K
Allen, Mooney & Barnes Investment Adviso EQUIFAX INC COM 7M 29K
Allen, Mooney & Barnes Investment Adviso AFLAC INC COM 7M 76K
Allen, Mooney & Barnes Investment Adviso APPLIED MATLS INC COM 7M 28K
Allen, Mooney & Barnes Investment Adviso DIAGEO PLC SPON ADR NEW 6M 46K
Allen, Mooney & Barnes Investment Adviso CITIGROUP INC COM NEW 6M 88K
Allen, Mooney & Barnes Investment Adviso ISHARES MSCI EAFE ETF 5M 70K
Allen, Mooney & Barnes Investment Adviso DISNEY WALT CO COM 5M 53K
Allen, Mooney & Barnes Investment Adviso VISA INC COM CL A 5M 19K
Allen, Mooney & Barnes Investment Adviso AT&T INC COM 5M 259K
Allen, Mooney & Barnes Investment Adviso FLOWERS FOODS INC COM 5M 207K
Allen, Mooney & Barnes Investment Adviso ELI LILLY & CO COM 5M 5K
Allen, Mooney & Barnes Investment Adviso VANGUARD SMALL-CAP ETF 4M 18K
Allen, Mooney & Barnes Investment Adviso VANGUARD MID-CAP ETF 3M 14K
Allen, Mooney & Barnes Investment Adviso VANGUARD S&P 500 ETF 3M 6K
Allen, Mooney & Barnes Investment Adviso WALMART INC COM 3M 45K
Allen, Mooney & Barnes Investment Adviso MERCK & CO INC COM 3M 23K
Allen, Mooney & Barnes Investment Adviso CHEVRON CORP NEW COM 3M 18K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL 3000 ETF 3M 8K
Allen, Mooney & Barnes Investment Adviso COCA COLA CO COM 3M 40K
Allen, Mooney & Barnes Investment Adviso ISHARES MSCI EMERGING MARKETS ETF 3M 59K
Allen, Mooney & Barnes Investment Adviso DANAHER CORPORATION COM 2M 9K
Allen, Mooney & Barnes Investment Adviso SOUTHERN CO COM 2M 29K
Allen, Mooney & Barnes Investment Adviso STANLEY BLACK & DECKER INC COM 2M 26K
Allen, Mooney & Barnes Investment Adviso BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K
Allen, Mooney & Barnes Investment Adviso INVESCO QQQ TRUST SERIES I 2M 4K
Allen, Mooney & Barnes Investment Adviso STARBUCKS CORP COM 2M 22K
Allen, Mooney & Barnes Investment Adviso ARCHER DANIELS MIDLAND CO COM 2M 27K
Allen, Mooney & Barnes Investment Adviso BRISTOL-MYERS SQUIBB CO COM 2M 36K
Allen, Mooney & Barnes Investment Adviso PROCTER AND GAMBLE CO COM 1M 9K
Allen, Mooney & Barnes Investment Adviso GILEAD SCIENCES INC COM 1M 20K
Allen, Mooney & Barnes Investment Adviso VERIZON COMMUNICATIONS INC COM 1M 33K
Allen, Mooney & Barnes Investment Adviso TRUIST FINL CORP COM 1M 35K
Allen, Mooney & Barnes Investment Adviso NVIDIA CORPORATION COM 1M 10K
Allen, Mooney & Barnes Investment Adviso MCDONALDS CORP COM 1M 5K
Allen, Mooney & Barnes Investment Adviso JOHNSON & JOHNSON COM 1M 8K
Allen, Mooney & Barnes Investment Adviso US BANCORP DEL COM NEW 1M 29K
Allen, Mooney & Barnes Investment Adviso VANGUARD TOTAL INTERNATIONAL STOCK ETF 1M 19K
Allen, Mooney & Barnes Investment Adviso GOLDMAN SACHS GROUP INC COM 1M 2K
Allen, Mooney & Barnes Investment Adviso INTERCONTINENTAL EXCHANGE INC COM 1M 8K
Allen, Mooney & Barnes Investment Adviso WASTE MGMT INC DEL COM 1M 5K
Allen, Mooney & Barnes Investment Adviso CATERPILLAR INC COM 931K 3K
Allen, Mooney & Barnes Investment Adviso HOLOGIC INC COM 930K 13K
Allen, Mooney & Barnes Investment Adviso VANGUARD TOTAL INTERNATIONAL BOND ETF 929K 19K
Allen, Mooney & Barnes Investment Adviso TC BANCSHARES INC COM 899K 67K
Allen, Mooney & Barnes Investment Adviso PIMCO MUN INCOME FD II COM 886K 104K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL 1000 ETF 822K 3K
Allen, Mooney & Barnes Investment Adviso ISHARES CORE S&P 500 ETF 822K 2K
Allen, Mooney & Barnes Investment Adviso PHILIP MORRIS INTL INC COM 820K 8K
Allen, Mooney & Barnes Investment Adviso ORACLE CORP COM 817K 6K
Allen, Mooney & Barnes Investment Adviso DUKE ENERGY CORP NEW COM NEW 814K 8K
Allen, Mooney & Barnes Investment Adviso GLOBAL PMTS INC COM 784K 8K
Allen, Mooney & Barnes Investment Adviso PHILLIPS 66 COM 779K 6K
Allen, Mooney & Barnes Investment Adviso NEXTERA ENERGY INC COM 742K 10K
Allen, Mooney & Barnes Investment Adviso VALMONT INDS INC COM 724K 3K
Allen, Mooney & Barnes Investment Adviso VANGUARD GROWTH ETF 705K 2K
Allen, Mooney & Barnes Investment Adviso CARDINAL HEALTH INC COM 678K 7K
Allen, Mooney & Barnes Investment Adviso BANK AMERICA CORP COM 675K 17K
Allen, Mooney & Barnes Investment Adviso PALANTIR TECHNOLOGIES INC CL A 659K 26K
Allen, Mooney & Barnes Investment Adviso PFIZER INC COM 653K 23K
Allen, Mooney & Barnes Investment Adviso CLOROX CO DEL COM 630K 5K
Allen, Mooney & Barnes Investment Adviso ADOBE INC COM 606K 1K
Allen, Mooney & Barnes Investment Adviso FISERV INC COM 596K 4K
Allen, Mooney & Barnes Investment Adviso META PLATFORMS INC CL A 593K 1K
Allen, Mooney & Barnes Investment Adviso ALPHABET INC CAP STK CL C 586K 3K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL MIDCAP ETF 572K 7K
Allen, Mooney & Barnes Investment Adviso UNION PAC CORP COM 567K 3K
Allen, Mooney & Barnes Investment Adviso COSTCO WHSL CORP NEW COM 549K 645
Allen, Mooney & Barnes Investment Adviso SPDR S&P MIDCAP 400 ETF TRUST 540K 1K
Allen, Mooney & Barnes Investment Adviso VANECK MORNINGSTAR WIDE MOAT ETF 527K 6K
Allen, Mooney & Barnes Investment Adviso VANGUARD INTERMEDIATE-TERM BOND ETF 522K 7K
Allen, Mooney & Barnes Investment Adviso QUALCOMM INC COM 508K 3K
Allen, Mooney & Barnes Investment Adviso ISHARES PREFERRED & INCOME SECURITIES ETF 501K 16K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL 1000 GROWTH ETF 491K 1K
Allen, Mooney & Barnes Investment Adviso VANGUARD RUSSELL 1000 VALUE ETF 470K 6K
Allen, Mooney & Barnes Investment Adviso INTEL CORP COM 467K 15K
Allen, Mooney & Barnes Investment Adviso FINANCIAL SELECT SECTOR SPDR FUND 464K 11K
Allen, Mooney & Barnes Investment Adviso STRYKER CORPORATION COM 461K 1K
Allen, Mooney & Barnes Investment Adviso BANK OZK LITTLE ROCK ARK COM 455K 11K
Allen, Mooney & Barnes Investment Adviso BP PLC SPONSORED ADR 452K 13K
Allen, Mooney & Barnes Investment Adviso SPDR GOLD SHARES 450K 2K
Allen, Mooney & Barnes Investment Adviso FIRST BANCSHARES INC MISS COM 438K 17K
Allen, Mooney & Barnes Investment Adviso HOME DEPOT INC COM 438K 1K
Allen, Mooney & Barnes Investment Adviso AMERIS BANCORP COM 431K 9K
Allen, Mooney & Barnes Investment Adviso RTX CORPORATION COM 423K 4K
Allen, Mooney & Barnes Investment Adviso FORTINET INC COM 413K 7K
Allen, Mooney & Barnes Investment Adviso VANGUARD INFORMATION TECHNOLOGY ETF 411K 713
Allen, Mooney & Barnes Investment Adviso PIMCO MUN INCOME FD III COM 409K 52K
Allen, Mooney & Barnes Investment Adviso COMCAST CORP NEW CL A 406K 10K
Allen, Mooney & Barnes Investment Adviso BROADCOM INC COM 388K 241
Allen, Mooney & Barnes Investment Adviso DISCOVER FINL SVCS COM 379K 3K
Allen, Mooney & Barnes Investment Adviso IRON MTN INC DEL COM 375K 4K
Allen, Mooney & Barnes Investment Adviso GENUINE PARTS CO COM 374K 3K
Allen, Mooney & Barnes Investment Adviso COLGATE PALMOLIVE CO COM 363K 4K
Allen, Mooney & Barnes Investment Adviso DOMINION ENERGY INC COM 359K 7K
Allen, Mooney & Barnes Investment Adviso ALLSTATE CORP COM 351K 2K
Allen, Mooney & Barnes Investment Adviso TESLA INC COM 346K 2K
Allen, Mooney & Barnes Investment Adviso BECTON DICKINSON & CO COM 336K 1K
Allen, Mooney & Barnes Investment Adviso VANGUARD SHORT-TERM CORPORATE BOND ETF 308K 4K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL 1000 VALUE ETF 305K 2K
Allen, Mooney & Barnes Investment Adviso ISHARES RUSSELL 2000 ETF 299K 1K
Allen, Mooney & Barnes Investment Adviso TRACTOR SUPPLY CO COM 298K 1K
Allen, Mooney & Barnes Investment Adviso TARGET CORP COM 296K 2K
Allen, Mooney & Barnes Investment Adviso GENERAL MLS INC COM 292K 5K
Allen, Mooney & Barnes Investment Adviso EATON VANCE MUN BD FD COM 291K 28K
Allen, Mooney & Barnes Investment Adviso WELLS FARGO CO NEW COM 278K 5K
Allen, Mooney & Barnes Investment Adviso KKR & CO INC COM 277K 3K
Allen, Mooney & Barnes Investment Adviso MARATHON PETE CORP COM 274K 2K
Allen, Mooney & Barnes Investment Adviso TJX COS INC NEW COM 255K 2K
Allen, Mooney & Barnes Investment Adviso 3M CO COM 247K 2K
Allen, Mooney & Barnes Investment Adviso GENERAC HLDGS INC COM 246K 2K
Allen, Mooney & Barnes Investment Adviso VANGUARD HEALTH CARE ETF 246K 926
Allen, Mooney & Barnes Investment Adviso MORGAN STANLEY COM NEW 238K 2K
Allen, Mooney & Barnes Investment Adviso EMERSON ELEC CO COM 230K 2K
Allen, Mooney & Barnes Investment Adviso DOLLAR GEN CORP NEW COM 226K 2K
Allen, Mooney & Barnes Investment Adviso GENERAL MTRS CO COM 225K 5K
Allen, Mooney & Barnes Investment Adviso FEDEX CORP COM 211K 704
Allen, Mooney & Barnes Investment Adviso VANGUARD FINANCIALS ETF 210K 2K
Allen, Mooney & Barnes Investment Adviso BOOKING HOLDINGS INC COM 206K 52
Allen, Mooney & Barnes Investment Adviso FORD MTR CO DEL COM 187K 15K
Allen, Mooney & Barnes Investment Adviso BLACKROCK ENHANCED EQUITY DIVI COM 107K 13K
Allen, Mooney & Barnes Investment Adviso NUVEEN CR STRATEGIES INCOME FD COM SHS 81K 15K
Allen, Mooney & Barnes Investment Adviso DANIMER SCIENTIFIC INC COM CL A 65K 108K