RIA Intel›Advisers›Washington›AMBASSADOR WEALTH MANAGEMENT, LLC

AMBASSADOR WEALTH MANAGEMENT, LLC

Advisory

VANCOUVER, WA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in WA

#412

of 505 advisers by AUM

Average account

$671K

across 134 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$90M

Discretionary %

100%

Clients

134

Employees

6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients134

Team

Total Employees6

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, WA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

134 clients

41 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

SAPLING WEALTH MANAGEMENT, LLC

SEATTLE, WA

$93M

IRONSTREAM CAPITAL, LLC

$87M

VITA INTELLECTUS, LLC

BELLEVUE, WA

$86M

-11.9% 1Y

FLOW FINANCIAL PLANNING, L.L.C.

$94M

BUCKLEY INVESTMENT GROUP, LLC

WALLA WALLA, WA

$95M

-17.6% 1Y

COLMINA, LLC

SEATTLE, WA

$85M

+34.6% 1Y

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