Ambassador Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ambassador Wealth Management provides discretionary investment management and separate financial planning and consulting to individuals (including high‑net‑worth clients), business entities and pension plans. Like many peers, it charges asset‑based advisory fees and offers portfolio construction, asset allocation, implementation and ongoing monitoring for managed accounts.
The firm uses fundamental analysis to build portfolios that may include index and actively managed mutual funds and ETFs, public equities, corporate and municipal debt, and private placements, typically targeting long‑term asset mixes with periodic rebalancing and discretionary execution (it does not engage in frequent trading). It also offers standalone financial planning and may analyze illiquid or private securities and partnership interests, and it aggregates related household or family accounts when determining fee relationships.
Distinctive features include a related tax preparation and bookkeeping business operated by the firm’s owner, which the firm may recommend and for which associated persons may receive compensation, a disclosed conflict of interest. The firm also reports no formal account minimum, does not accept proxy‑voting authority for client accounts, and manages roughly $90 million across a small advisory team, which may appeal to clients looking for a compact adviser that coordinates investment and tax‑related services.
Client services
Expertise
Fee options
$0 - $99,999.99: 2.50% $100,000 - $249,999.99: 2.25% $250,000 - $499,999.99: 2.00% $500,000 - $999,999.99: 1.85% $1,000,000 - $1,999,999.99: 1.65% $2,000,000 - $2,999,999.99: 1.35% $3,000,000 - $4,999,999.99: 1.15% $5,000,000 - $9,999,999.99: 1.00% $10,000,000 - $14,999,999.99: 0.85% $15,000,000 - $99,999,999.99: 0.70%
$350 per hour for financial planning and consulting services
Fee-only: $350 per hour for financial planning and consulting services
Main office
7720 NE Vancouver Mall Drive, Suite 100
Vancouver WA 98662-7918
Advisors at this office
2
Most active in
California · Oregon · Washington
Also doing business as
Ambassador Financial Consultants, LLC · Ambassador Wealth Management · Ambassador Wealth Management, LLC · Ambassador Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Stuart Q
CFA®, Series 63
Vancouver, WA
Ambassador Wealth Management, LLC
Stuart Quint is a CFA® charterholder with 15 years of industry experience currently serving as an advisor at Ambassador Wealth Management, LLC in Vancouver, WA. He has been with Ambassador Wealth Management since 2017 and previously operated independently for one year. Ambassador Wealth Management provides discretionary investment management and standalone financial planning to individuals, business entities, and pension plans. The firm employs fundamental analysis to construct diversified portfolios focused on long-term asset allocation and offers integrated tax preparation and bookkeeping services through a related business.
Petr B
Series 63, Series 65
Vancouver, WA
Ambassador Wealth Management, LLC
Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.
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