Ambassador Wealth Management, LLC logo

Ambassador Wealth Management, LLC

Updated today

Client assets under management

$89,935,816

Clients

134

31% high-net-worth

Advisors

2

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

67

High

Average account size

$671,163

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

Financial planning Portfolio management Consulting

Expertise

General tax planning

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Fee options

Percentage

$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%

Project-based

$350 per hour for financial planning and consulting services

Other

Fee-only: $350 per hour for financial planning and consulting services

Main office location

Ambassador Wealth Management, LLC

7720 Ne Vancouver Mall Drive, Suite 100

Vancouver WA 98662-7918, United States

Number of offices

1

Most active in

California · Oregon · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stuart Q

CFA®, Series 63

Vancouver, WA

Ambassador Wealth Management, LLC

Stuart Quint is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Ambassador Wealth Management, LLC since 2017. His prior experience includes six years at Brinker Capital and a year operating independently. Ambassador Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans, employing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, equities, and debt instruments. The firm manages accounts on a discretionary basis with regular reviews and offers services such as tax, estate, and insurance planning support without imposing account minimums.

General tax planning
user avatar

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.

General tax planning
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