Amc Wealth Management, Llc
- Regulatory AUM
- $74.7M
- Discretionary
- $74.7M
- Clients
- 101
- Avg AUM / client
- $740K
- Accounts
- 199
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $74.7M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| G.I. Associates, Llc Defined Benefit Pension Plan And Trust G.I. Associates, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Matthew Haynes | Registered representative | CFP | Oct 2021 (5y) | |
| Dino Patelis | Registered representative | Dec 2021 (5y) | ||
| Jason Philip Koenig | Registered representative | Mar 2022 (4y) | ||
| Monique Holloway | Registered representative | CFP | Nov 2023 (3y) | |
| Dustin Volentine | Registered representative | Jan 2024 (3y) | ||
| Adam Michael Cross | Registered representative | Sep 2024 (2y) | ||
| Hetal Lilish Saki | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| G.I. Associates, Llc Defined Benefit Pension Plan And Trust | G.I. Associates, Llc | 295 | $18.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/16/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗