RIA Intel›Advisers›Delaware›AMBROSE WEALTH MANAGEMENT, INC

AMBROSE WEALTH MANAGEMENT, INC

Advisory

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$111K

across 27 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$2M

Non-Discretionary AUM$1M

Discretionary %66.7%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDE, PA

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

27 clients

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

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Advisers of similar size in DE

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

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THE LYTTLE COMPANY, LLC

$3M

COMPOUND INSIGHT, LLC

$3M

ELK CAPITAL ADVISORS, LLC

$3M

BASKERVILLE CAPITAL MANAGEMENT, LLC

$3M

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