ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
Legal name: AMB WEALTH, LLC
CRD #113106 SEC #801-60350 THOMASVILLE, GA 866-277-1500
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
22
Clients
0
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1B | $1B | $0 | 22 | 0 |
| Feb 2025 | $1B | $1B | $0 | 22 | 0 |
| Jan 2025 | $848M | $848M | $0 | 22 | 0 |
| Nov 2024 | $848M | $848M | $0 | 22 | 0 |
| Nov 2024 | $848M | $848M | $0 | 22 | 0 |
| Mar 2024 | $848M | $848M | $0 | 22 | 0 |
| Jan 2024 | $860.5M | $860.5M | $0 | 22 | 0 |
| Jan 2024 | $860.5M | $860.5M | $0 | 22 | 0 |
| Jan 2024 | $860.5M | $860.5M | $0 | 22 | 0 |
| Nov 2023 | $860.5M | $860.5M | $0 | 21 | 0 |
| Oct 2023 | $860.5M | $860.5M | $0 | 21 | 0 |
| Jul 2023 | $860.5M | $860.5M | $0 | 21 | 0 |
| Jun 2023 | $860.5M | $860.5M | $0 | 21 | 0 |
| Jun 2022 | $679.9M | $679.9M | $0 | 17 | 5 |
| Mar 2022 | $679.9M | $679.9M | $0 | 17 | 5 |
| Mar 2022 | $489.9M | $483.7M | $6.2M | 17 | 5 |
| Sep 2021 | $489.9M | $483.7M | $6.2M | 17 | 5 |
| Sep 2021 | $489.9M | $483.7M | $6.2M | 17 | 5 |
| Mar 2021 | $489.9M | $483.7M | $6.2M | 17 | 5 |
| Jun 2020 | $488.8M | $483M | $5.8M | 15 | 5 |
| Mar 2020 | $488.8M | $483M | $5.8M | 15 | 5 |
| Mar 2019 | $651.6M | $466.9M | $184.7M | 13 | 100 |
| Mar 2018 | $656.5M | $483.9M | $172.5M | 13 | 100 |
| Jan 2018 | $656.5M | $483.9M | $172.5M | 13 | 100 |
| Apr 2017 | $424.7M | $424.7M | $0 | 10 | 300 |
| Mar 2017 | $424.7M | $424.7M | $0 | 10 | 300 |
| Nov 2016 | $452.4M | $452.4M | $0 | 10 | 300 |
| Mar 2016 | $448.3M | $448.3M | $0 | 20 | 300 |
| Mar 2015 | $413.4M | $413.4M | $0 | 20 | 300 |
| May 2014 | $349M | $349M | $0 | 20 | 300 |
| Mar 2014 | $349M | $349M | $0 | 20 | 300 |
| Mar 2014 | $349M | $349M | $0 | 20 | 300 |
| Nov 2013 | $334M | $334M | $0 | 20 | 300 |
| Feb 2013 | $334M | $334M | $0 | 20 | 300 |
| May 2012 | $321M | $317.8M | $3.2M | 11 | 300 |
| May 2012 | $321M | $317.8M | $3.2M | 11 | 300 |
| Jan 2012 | $308.3M | $305.1M | $3.2M | 11 | 300 |
| Mar 2011 | $353M | $350M | $3M | -- | -- |
| Mar 2011 | $353M | $350M | $3M | -- | -- |
| Jan 2010 | $200M | $200M | $0 | -- | -- |
| Mar 2009 | $200M | $200M | $0 | -- | -- |
| Jan 2008 | $294M | $288M | $6M | -- | -- |
| Apr 2007 | $248.3M | $245.6M | $2.8M | -- | -- |
| Jan 2007 | $248.3M | $245.6M | $2.8M | -- | -- |
| Dec 2006 | $230.5M | $225.6M | $5M | -- | -- |
| Dec 2006 | $230.5M | $225.6M | $5M | -- | -- |
| Mar 2006 | $230.5M | $225.6M | $5M | -- | -- |
| Nov 2005 | $170.1M | $165M | $5.1M | -- | -- |
| Oct 2005 | $170.1M | $165M | $5.1M | -- | -- |
| Oct 2005 | $170.1M | $165M | $5.1M | -- | -- |
| Sep 2005 | $170.1M | $165M | $5.1M | -- | -- |
| Mar 2002 | $113.2M | $103.4M | $9.8M | 10 | -- |
| Aug 2001 | $153.5M | $92.2M | $61.3M | 10 | -- |
| Jun 2001 | $0 | $0 | $0 | 10 | -- |
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateFeb 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateJan 2025
Total AUM$848M
Discretionary$848M
Non-Disc.$0
Employees22
Clients0
DateNov 2024
Total AUM$848M
Discretionary$848M
Non-Disc.$0
Employees22
Clients0
DateNov 2024
Total AUM$848M
Discretionary$848M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$848M
Discretionary$848M
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees22
Clients0
DateNov 2023
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees21
Clients0
DateOct 2023
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees21
Clients0
DateJul 2023
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees21
Clients0
DateJun 2023
Total AUM$860.5M
Discretionary$860.5M
Non-Disc.$0
Employees21
Clients0
DateJun 2022
Total AUM$679.9M
Discretionary$679.9M
Non-Disc.$0
Employees17
Clients5
DateMar 2022
Total AUM$679.9M
Discretionary$679.9M
Non-Disc.$0
Employees17
Clients5
DateMar 2022
Total AUM$489.9M
Discretionary$483.7M
Non-Disc.$6.2M
Employees17
Clients5
DateSep 2021
Total AUM$489.9M
Discretionary$483.7M
Non-Disc.$6.2M
Employees17
Clients5
DateSep 2021
Total AUM$489.9M
Discretionary$483.7M
Non-Disc.$6.2M
Employees17
Clients5
DateMar 2021
Total AUM$489.9M
Discretionary$483.7M
Non-Disc.$6.2M
Employees17
Clients5
DateJun 2020
Total AUM$488.8M
Discretionary$483M
Non-Disc.$5.8M
Employees15
Clients5
DateMar 2020
Total AUM$488.8M
Discretionary$483M
Non-Disc.$5.8M
Employees15
Clients5
DateMar 2019
Total AUM$651.6M
Discretionary$466.9M
Non-Disc.$184.7M
Employees13
Clients100
DateMar 2018
Total AUM$656.5M
Discretionary$483.9M
Non-Disc.$172.5M
Employees13
Clients100
DateJan 2018
Total AUM$656.5M
Discretionary$483.9M
Non-Disc.$172.5M
Employees13
Clients100
DateApr 2017
Total AUM$424.7M
Discretionary$424.7M
Non-Disc.$0
Employees10
Clients300
DateMar 2017
Total AUM$424.7M
Discretionary$424.7M
Non-Disc.$0
Employees10
Clients300
DateNov 2016
Total AUM$452.4M
Discretionary$452.4M
Non-Disc.$0
Employees10
Clients300
DateMar 2016
Total AUM$448.3M
Discretionary$448.3M
Non-Disc.$0
Employees20
Clients300
DateMar 2015
Total AUM$413.4M
Discretionary$413.4M
Non-Disc.$0
Employees20
Clients300
DateMay 2014
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees20
Clients300
DateMar 2014
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees20
Clients300
DateMar 2014
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees20
Clients300
DateNov 2013
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees20
Clients300
DateFeb 2013
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees20
Clients300
DateMay 2012
Total AUM$321M
Discretionary$317.8M
Non-Disc.$3.2M
Employees11
Clients300
DateMay 2012
Total AUM$321M
Discretionary$317.8M
Non-Disc.$3.2M
Employees11
Clients300
DateJan 2012
Total AUM$308.3M
Discretionary$305.1M
Non-Disc.$3.2M
Employees11
Clients300
DateMar 2011
Total AUM$353M
Discretionary$350M
Non-Disc.$3M
Employees--
Clients--
DateMar 2011
Total AUM$353M
Discretionary$350M
Non-Disc.$3M
Employees--
Clients--
DateJan 2010
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$294M
Discretionary$288M
Non-Disc.$6M
Employees--
Clients--
DateApr 2007
Total AUM$248.3M
Discretionary$245.6M
Non-Disc.$2.8M
Employees--
Clients--
DateJan 2007
Total AUM$248.3M
Discretionary$245.6M
Non-Disc.$2.8M
Employees--
Clients--
DateDec 2006
Total AUM$230.5M
Discretionary$225.6M
Non-Disc.$5M
Employees--
Clients--
DateDec 2006
Total AUM$230.5M
Discretionary$225.6M
Non-Disc.$5M
Employees--
Clients--
DateMar 2006
Total AUM$230.5M
Discretionary$225.6M
Non-Disc.$5M
Employees--
Clients--
DateNov 2005
Total AUM$170.1M
Discretionary$165M
Non-Disc.$5.1M
Employees--
Clients--
DateOct 2005
Total AUM$170.1M
Discretionary$165M
Non-Disc.$5.1M
Employees--
Clients--
DateOct 2005
Total AUM$170.1M
Discretionary$165M
Non-Disc.$5.1M
Employees--
Clients--
DateSep 2005
Total AUM$170.1M
Discretionary$165M
Non-Disc.$5.1M
Employees--
Clients--
DateMar 2002
Total AUM$113.2M
Discretionary$103.4M
Non-Disc.$9.8M
Employees10
Clients--
DateAug 2001
Total AUM$153.5M
Discretionary$92.2M
Non-Disc.$61.3M
Employees10
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--