AM Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AM Wealth Management serves a broad client mix including retail individuals, high-net-worth households, small business owners, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management alongside modular and comprehensive financial planning, retirement planning, education funding advice, and pension consulting for individual plan participants.
The firm's process emphasizes customized plans developed through a formal discovery process and a mix of fundamental, technical, quantitative, and macro analysis to set strategic and tactical asset allocations. Implementation is tax-aware (asset location, tax-loss harvesting, Roth conversion analysis), may include options strategies and exchange-traded index futures in discretionary separately managed accounts under a CFTC exemption, and is available under asset-based management as well as fixed-fee planning and hourly consulting engagements.
What distinguishes AM Wealth Management from many peers is the managing member’s combination of advisory and insurance activities — the firm discloses a licensed life insurance producer relationship (appointed with carriers such as North American and Ethos) and receives commission-based compensation for insurance and annuity sales, along with separate tax preparation services offered by the principal. The firm also notes outside business activities in technology consulting for a banking client, a reliance on the self-executing CTA exemption for incidental futures use, and, as an inaugural filing, currently has no reportable assets and does not operate pooled investment vehicles.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees as described above
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: Negotiable - contact firm
Insurance commissions from 4% to 8% on annuities; 50% to 110% on first-year life insurance premiums
$250–$350 per hour depending on service nature
Account minimum: $100,000 (recommended, but waivable at firm discretion) Fee-only: Financial planning fixed fees ranging from $500 to $10,000 depending on service scope
Main office
Robbinsville NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
A Mittal & Company LLC · Am Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)