AMD Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AMD Wealth Management LLC provides fee-only wealth management and financial planning to individuals, high‑net‑worth clients, employer plan sponsors, businesses, and charitable organizations. The firm offers investment management (primarily equities, fixed income, mutual funds, and ETFs), financial planning delivered on both project and ongoing bases, retirement plan consulting for plan sponsors, and educational seminars.
The firm’s investment process centers on individualized investment policies and asset allocation targets that reflect each client’s goals, risk tolerance, and tax considerations, and it implements portfolios using a mix of passive and active strategies guided by modern portfolio theory. Clients typically grant the adviser discretionary trading authority, and planning engagements address a broad range of topics including retirement, tax planning, estate planning, business planning, and risk management.
Noteworthy for its size and stage, the adviser was formed in 2025 and reported about $588,400 in assets under management across six client relationships as of September 30, 2026, which is smaller than most independent advisory firms. The brochure also highlights a recent expansion of services — adding retirement plan consulting, educational seminars, and business/charitable organization clients — a mix of offerings and client types that is less common for firms of this scale.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for Project-Based Financial Planning ranging from $500 to $10,000; initial fee up to $5,000 for initial comprehensive financial plan; fixed monthly fees for Ongoing Financial Planning ranging $250 to $1,000/month or $750 to $3,000/quarter; Educational Seminars $0 to $1,000 per seminar or $0 to $200 per participant
$0 - $1,000,000: 0.99% $1,000,001+: 0.75%
Hourly fee of $250 for Project-Based Financial Planning
Recurring fixed fee for Ongoing Financial Planning paid monthly or quarterly ranging from $250 to $1,000 a month or $750 to $3,000 a quarter
Fee-only: Wealth Management Services are fee-only, no commissions received.
Main office
431 Davis Avenue
Northfield NJ 08225
Advisors at this office
1
Most active in
New Jersey
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
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