Chicago, IL Office

AMC Wealth Management, LLC is a state-registered investment advisory firm that provides discretionary investment management and financial planning and consulting to individuals, trusts, business entities, estates, and charitable organizations. The firm reports about $111 million in discretionary assets under management for roughly 125 clients and operates with a six-advisor team, offering planning as either a complement to managed accounts or on an hourly basis for standalone engagements.

AMC builds custom portfolios using exchange-traded funds and mutual funds and follows a strategic asset-allocation approach implemented through a proprietary methodology, with ongoing monitoring and periodic rebalancing under discretionary authority. The firm may, with client approval, employ limited margin (typically not exceeding 10% in exceptional circumstances) and options strategies to manage liquidity or hedge exposures as part of its portfolio management.

Distinctive features in the brochure include a client engagement model that focuses on individual households rather than high-net-worth clients and the provision of financial planning at no additional charge to investment-management clients, which influences how services are bundled. AMC also states it does not accept commissions, reports no disciplinary history, and identifies Charles Schwab as its preferred custodian and provider of ancillary technology and support services.