Amvoy Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amvoy Wealth provides fee-only investment management and financial planning services to individual and high‑net‑worth clients, offering both ongoing and project‑based planning alongside discretionary portfolio management. The firm also assists clients in selecting third‑party professionals and may recommend outside managers for sub‑advisory services.
The firm combines modern portfolio theory with a mix of passive and active strategies, constructing portfolios largely using no‑load, asset‑class mutual funds (notably Dimensional Fund Advisors funds), ETFs, and occasional individual securities, and it may subscribe client accounts to model portfolios through a model marketplace. Amvoy Wealth tailors asset allocation and allows client‑imposed restrictions, monitoring portfolios periodically and using both in‑house analysis and third‑party manager due diligence.
Noteworthy for an independent U.S. adviser of its size, the firm has formal affiliations with separate, registered advisory entities in Ireland and the principal splits a material portion of professional time among those affiliated advisers (reported up to half of time). The firm’s client and asset footprint is unusually small for its category (reporting one client and $100,000 in AUM) and it reports serving high‑net‑worth individuals rather than non‑HNW retail clients, a client mix that differs from many peers.
Client services
Expertise
Fee options
Initial financial plan fee up to $10,000; Project-Based Financial Planning fixed fees $1,000 to $20,000
Maximum of 2.00% annually
Fee-only: Ongoing Financial Planning fees range from $1,000 to $20,000 paid monthly, quarterly, or semi-annually in arrears; Project-Based Financial Planning fees range from $1,000 to $20,000 fixed fee
Main office
450 Park Ave South
New York NY 10016
Advisors at this office
1
Most active in
New York
Also doing business as
Amvoy LLC · Amvoy Wealth
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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