A.M. WEALTH MANAGEMENT, LLC
CRD #139825 SEC #801-66629 PALO ALTO, CA 650-617-0292
SEC Registered
Total AUM
$59.1M
Discretionary
$59.1M
Employees
5
Clients
--
Accounts
65
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENASTON, MATTHEW, BRICE | I | PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KENASTON, MATTHEW, BRICE | I | PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNICOL, ADAM, NIVEN | I | MANAGING MEMBER | E | Control |
| MCNICOL, ADAM, NIVEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MCNICOL, ADAM, NIVEN | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 28, 2007 REGISTERED
Notice Filings (1)
CA
Address
300 HAMILTON AVENUEFOURTH FLOOR
PALO ALTO, CA 94301
USA
Phone: 650-617-0292