A complete list of active advisors currently associated with AM Wealth Management

Warmer can help you find a great advisor at AM Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at AM Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Amit Mittal	Robbinsville, NJ	0

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support