Ambrosia Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ambrosia Asset Management is a small, owner-operated registered investment adviser that provides discretionary Separate Managed Account services to individual and institutional clients, managing a modest amount of client assets across a limited client base. Client assets are held at independent custodians and the firm monitors accounts on a regular basis.
The firm follows a rule‑based relative‑strength strategy that focuses on U.S. equities and uses options tied to the S&P 500 to generate premium income, combining technical/statistical analysis with in‑house fundamental research and backtesting. The same systematic strategy is applied across accounts rather than bespoke portfolio construction, although clients may impose certain risk parameters on the options component.
What is notable about the firm is that it offers performance‑based compensation to qualified clients with high‑water‑mark provisions, a structure that is uncommon among similarly supported advisers and that the brochure acknowledges can create conflicts of interest. The firm is single‑owner managed, does not sponsor wrap programs, prohibits directed brokerage, and discloses that a supervised person engages in insurance agency activities and receives commission compensation, which the firm identifies as a potential conflict.
Client services
Expertise
Fee options
20% of the amount by which the ending value of an account exceeds the previous quarter's high water mark, payable quarterly in arrears (only for Qualified Clients)
Account minimum: $500,000 (may be waived at discretion)
Main office
See officeCorona CA
Advisors at this office
1
Offices (2)
Most active in
California
Also doing business as
Ambrosia Asset Management · Ambrosia Herb Tea, LLC · Young, David
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
Advisors at this firm
Yaohui W
CFP®
Diamond Bar, CA
Ambrosia Asset Management
Yaohui Wang is a CFP® professional at Ambrosia Asset Management with experience spanning several roles since 2014, including positions at Aeon Private Wealth LLC, MMG Financial and Insurance Services, Universal Business Agency Inc, and Shunxin Inc. Wang's current role is within a small firm that employs a rule-based investment strategy focusing on U.S. equities and options tied to the S&P 500. Ambrosia Asset Management provides discretionary managed account services to individual and institutional clients, using a systematic investment approach combined with fundamental and technical analysis. The firm employs performance-based compensation for qualified clients and maintains accounts with independent custodians.
David Y
CFA®
Corona, CA
Ambrosia Asset Management
David Young is a CFA® charterholder with nine years of experience in financial advising at Ambrosia Asset Management in Corona, CA. He has been involved in business ventures outside finance, including Ambrosia Herb Tea, LLC, and has worked full-time at Sunrider International since 2005. Ambrosia Asset Management is a small, owner-operated registered investment adviser serving individual and institutional clients through discretionary Separate Managed Account services. The firm employs a rule-based relative-strength strategy focused on U.S. equities and options on the S&P 500, combining technical and fundamental analysis with backtesting.
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