Wealth Ambassadors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Ambassadors is a registered independent investment adviser that serves individuals, families, businesses and pension/profit‑sharing plans, offering ongoing portfolio management and project‑oriented financial planning. The firm provides both discretionary and non‑discretionary services and also delivers portfolio management advice for accounts it does not directly manage.
The firm’s investment approach is grounded in modern portfolio theory, building globally diversified portfolios primarily through mutual funds and exchange‑traded funds while using fundamental security analysis and a range of implementation tools (long‑ and short‑term purchases, trading, margin and options). Clients’ risk profiles are documented and considered in portfolio design, and accounts are reviewed at least quarterly; clients may elect to retain decision approval or grant discretionary authority.
What is notable about the firm compared with many solo independent advisers is its work with pension and profit‑sharing plans and provision of pension consulting, coupled with a relatively large share of assets managed on a non‑discretionary basis (roughly half of AUM). The firm’s principal is also licensed as an insurance agent and may receive customary commissions on insurance products (reported as representing roughly 10–15% of time/income), a disclosed potential conflict of interest.
Client services
Expertise
Fee options
Quoted fixed fees in advance, negotiated based on complexity and level of service
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 per hour for professional staff; $100 per hour for administrative staff
Account minimum: $250,000 Fee-only: Hourly rate $250 per hour for professional staff; $100 per hour for administrative staff; fixed fees quoted in advance, negotiated case-by-case
Main office
1831 Lake St. Louis Blvd.
Lake St. Louis MO 63367
Advisors at this office
1
Most active in
Colorado · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)