Ambrose Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$111,111
About
Ambrose Wealth Management provides wealth and retirement planning and discretionary portfolio management to individual and high‑net‑worth clients. Advisory services encompass mutual funds, fixed income, equities, ETFs, real estate funds (including REITs) and structured notes, with implementation through qualified custodians.
The firm uses a blend of fundamental, technical, cyclical and quantitative analysis together with modern portfolio theory to build strategic and tactical allocations across conservative to aggressive objectives, and it generally manages accounts on a discretionary basis with at least quarterly reviews. It may engage third‑party managers and typically routes accounts through Fidelity or Schwab Institutional while seeking fair and equitable allocation of investment opportunities among clients.
Distinctive features include an active insurance brokerage and consulting practice — the firm is licensed to place life, disability, and long‑term care insurance and to recommend fixed and indexed annuities, an offering that is uncommon among independent RIAs. The firm is small in scale (around 27 clients and roughly $3 million in assets, with discretionary assets reported at $2.2 million at year‑end 2024), has operated since 1989, and discloses a prior regulatory matter that was resolved (a suspension that was later lifted) as well as a past insurance department warning.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Annuities
Real estate investing
Long-term care insurance
Fee options
Fixed fees generally range from $1,500 to $5,000 for wealth and retirement planning services
.25% to 1.95%
$250 to $400 per hour for wealth planning and consulting services
Fee-only: Hourly fees from $250 to $400 per hour; Fixed fees ranging from $1,500 to $5,000 for wealth and retirement planning services
Main office location
Ambrose Wealth Management
Chadds Ford PA, United States
Number of offices
1
Most active in
Ambrose Wealth Management has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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