Insights

Strong Asset Investments Ambwealth demonstrates active investment behavior by recently allocating significant capital into ETFs such as the Main BuyWrite ETF and iShares Russell 1000 Growth ETF. This indicates a focus on long-term wealth growth strategies, suggesting opportunities to offer tailored investment products and advanced portfolio management solutions.

Boutique Advisory Approach With a dedicated team providing personalized, research-driven advice and maintaining long-term client relationships, ambwealth emphasizes high-quality, customized services. There is potential to expand offerings of specialized financial advisory services targeting high-net-worth clients or corporate assets.

Niche Corporate Services The firm’s focus on advising specific corporate clients, including mergers and acquisitions and capital formation, presents opportunities to introduce additional corporate finance and strategic consulting solutions, especially for mid-sized businesses seeking growth or restructuring.

Digital and Tech Stack Ambwealth employs a variety of technologies such as Salesforce, Shopify, and Google Tag Manager, indicating an openness to leveraging digital tools for better client engagement and operational efficiency. Sales solutions that align with their tech environment could further enhance client outreach and service delivery.

Growing Revenue Range With reported revenues between 25 to 50 million dollars and an active investment profile, ambwealth presents a stable financial profile with potential for scaling. This suggests opportunities for introducing new financial products, legacy planning, or estate management services to complement their expansion efforts.

AMB (Allen Mooney & Barnes) Tech Stack

AMB (Allen Mooney & Barnes) uses 8 technology products and services including UserWay, Salesforce, Shopify, and more. Explore AMB (Allen Mooney & Barnes)'s tech stack below.

  • UserWay
    Accessibility
  • Salesforce
    Customer Relationship Management
  • Shopify
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Contact Form 7
    Web Platform Extensions

AMB (Allen Mooney & Barnes)'s Email Address Formats

AMB (Allen Mooney & Barnes) uses at least 2 format(s):
AMB (Allen Mooney & Barnes) Email FormatsExamplePercentage
First.Last@ambclientservices.comJohn.Doe@ambclientservices.com
100%
First.Last@ambwealth.comJohn.Doe@ambwealth.com
50%
First.Last@ambwealth.comJohn.Doe@ambwealth.com
50%

Frequently Asked Questions

What is AMB (Allen Mooney & Barnes)'s phone number?

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You can contact AMB (Allen Mooney & Barnes)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AMB (Allen Mooney & Barnes)'s official website and social media links?

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AMB (Allen Mooney & Barnes)'s official website is ambwealth.com and has social profiles on LinkedIn.

What is AMB (Allen Mooney & Barnes)'s NAICS code?

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AMB (Allen Mooney & Barnes)'s NAICS code is 52 - Finance and Insurance.

How many employees does AMB (Allen Mooney & Barnes) have currently?

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As of December 2025, AMB (Allen Mooney & Barnes) has approximately 27 employees across 2 continents, including North AmericaAsia. Key team members include Chief Financial Officer: H. S.Chief Compliance Officer: C. R.Chief Compliance Officer: D. M.. Explore AMB (Allen Mooney & Barnes)'s employee directory with LeadIQ.

What industry does AMB (Allen Mooney & Barnes) belong to?

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AMB (Allen Mooney & Barnes) operates in the Financial Services industry.

What technology does AMB (Allen Mooney & Barnes) use?

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AMB (Allen Mooney & Barnes)'s tech stack includes UserWaySalesforceShopifyJSON-LDSwiperreCAPTCHAGoogle Tag ManagerContact Form 7.

What is AMB (Allen Mooney & Barnes)'s email format?

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AMB (Allen Mooney & Barnes)'s email format typically follows the pattern of First.Last@ambclientservices.com. Find more AMB (Allen Mooney & Barnes) email formats with LeadIQ.

When was AMB (Allen Mooney & Barnes) founded?

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AMB (Allen Mooney & Barnes) was founded in 2000.

AMB (Allen Mooney & Barnes)

Financial ServicesSouth Carolina, United States11-50 Employees

YOU DESERVE A BETTER WAY TO REACH YOUR GOALS. SO WE BUILT ONE.

When it comes to the big financial questions in life and in business, you deserve the support of professionals who understand the enormous value of little things. That’s why we built ambwealth, a firm dedicated to helping manage and preserve family wealth and solve corporate challenges. We focus more on the quality of our attention and advice than simply the quantity of services offered.


ABOUT ambwealth
We created ambwealth to offer our clients a better way of managing and preserving their wealth and solving their corporate challenges based on long-term client relationships and a focus on quality of advice rather than quantity of services offered. With offices across the southeast, ambwealth leverages its set of capabilities to support our clients by providing uncompromised advice and world-class solutions. Our investment banking group combines a wide array of services and capabilities with the passion, responsiveness and focus of a boutique firm. Our approach with each client is tailored and research driven. We advise a select group of corporations, management teams, boards of directors and former CEOs on mergers and acquisitions, capital formation transactions and performance improvement.

OUR PRINCIPLES
There are three core principles at the heart of ambwealth that guide us professionally and personally:

- Know our clients
- Appreciate their concerns
- Work diligently to accomplish their goals

Securities offered through Allen, Mooney & Barnes Brokerage Services, LLC [member FINRA/SIPC]. Investment Advisory Services offered though Allen, Mooney & Barnes Investment Advisors, LLC, a SEC-registered investment adviser. Personalized client services offered though AMB Professional Group, LLC. Third-party posts on this site do not reflect the views of the firm and have not been reviewed for their accuracy or completeness.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    AMB (Allen Mooney & Barnes)'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    AMB (Allen Mooney & Barnes)'s revenue is estimated to be in the range of $25M$50M

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