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 |
Principal Office
135 SOUTH MADISON STREETTHOMASVILLE
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
B**********@************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |