RIA Intel›Advisers›Ohio›AMFG WEALTH MANAGEMENT LLC

AMFG WEALTH MANAGEMENT LLC

Advisory

WESTLAKE, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH
#710
of 748 advisers by AUM
Average account
$105K
across 559 accounts
AUM per adviser
$15M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$59M
Discretionary %
100%
Clients
559
Employees
4

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$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients559
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, OH, PA, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

ELEVATION FINANCIAL PARTNERS, LLC
WESTERVILLE, OH
$59M
+14.3% 1Y
CARILLON INVESTMENTS, INC.
CINCINNATI, OH
$59M
+87.7% 1Y
JOHNSON CAPITAL ADVISORY, LLC
MILFORD, OH
$59M
GAMMA-Q, LLC
COLUMBUS, OH
$59M
+68.2% 1Y
POWERS CAPITAL MANAGEMENT, LLC
COLUMBUS, OH
$59M
SUTLIFF FINANCIAL PLANNING, INC.
GRANVILLE, OH
$58M
+13.8% 1Y

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