Wealth Ambassadors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,103,441
Clients
203
7% high-net-worth
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
203
Very HighAverage account size
$266,519
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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
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 location
Wealth Ambassadors, LLC
1831 Lake St. Louis Blvd.
Lake St. Louis MO 63367, United States
Number of offices
1
Most active in
Wealth Ambassadors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Illinois · Missouri · Texas
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 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.
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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.
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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
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