AMD Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
AMD Wealth Management provides fee‑only wealth management and financial planning to individuals, including high‑net‑worth clients, offering both ongoing and project‑based planning alongside portfolio management for stocks, bonds, mutual funds, ETFs, and municipal and government securities. Services cover a broad range of planning topics such as retirement projections, tax planning strategies, estate planning, business planning, cash‑flow and insurance reviews.
The firm constructs portfolios guided by asset allocation and modern portfolio theory, combining passive and active vehicles and using fundamental analysis while emphasizing tax efficiency and overlap of underlying fund holdings. Clients may engage the adviser on a discretionary or non‑discretionary basis, may impose written restrictions, and the firm recommends an institutional custodian while executing trades on an individual (non‑block) basis.
AMD is a recently formed, state‑registered adviser (founded in September 2025) reporting no assets under management as of April 9, 2026, and is led by its founder, who has prior portfolio and advisory experience at larger financial firms. The firm is independent and fee‑only, does not accept commissions or performance‑based fees, does not participate in wrap programs, and relies on an institutional custody platform (Altruist) and a non‑aggregated trading model—features that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
General retirement planning
Demographic focus
Young Professionals
Fee options
Fixed fees for project-based financial planning range from $500 to $10,000; initial fee for ongoing financial planning up to $5,000; monthly ongoing financial planning fees range from $125 to $250.
$0 - $1,000,000: 0.99% $1,000,001+: 0.75%
$250 per hour for project-based financial planning
Monthly ongoing financial planning fee ranging from $125 to $250.
Fee-only: Financial planning fees only; no commissions received.
Main office location
AMD Wealth Management LLC
971 Us Highway 202 N Ste R
Branchburg NJ 08876, United States
Number of offices
1
Most active in
AMD Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
LinkedIn
Facebook
Instagram
YouTube
Website
609-288-2379
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