RIA Intel›Advisers›California›AM WEALTH SOLUTIONS, LLC

AM WEALTH SOLUTIONS, LLC

Advisory

CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,603

of 5,480 advisers by AUM

Average account

$529K

across 21 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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