Insights

Boutique Wealth Focus ambwealth’s emphasis on personalized, research-driven advising and long-term client relationships presents an opportunity to tailor premium financial solutions for high-net-worth individuals and family offices seeking bespoke wealth management services.

Growing Investment Portfolio Recent investments in ETFs such as the Main BuyWrite ETF and iShares Russell 1000 indicate active asset management and expansion, signaling a need for advanced advisory services and ongoing portfolio optimization solutions.

Southeast Expansion With offices across the southeastern US, ambwealth’s regional presence creates potential for localized financial products and services, as well as partnerships to deepen its market reach and client engagement.

Technology Utilization The use of advanced tools such as Salesforce and Google Analytics suggests openness to digital solutions, providing prospects with opportunities for integrated CRM and analytics platforms to further enhance client service and operational efficiencies.

Competitive Niche Operating as a boutique firm with a focused advisory approach differentiates ambwealth from larger competitors, opening avenues for targeted marketing and specialized service offerings aimed at clients valuing personalized attention over mass-market solutions.

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
100%

Frequently Asked Questions

Where is AMB (Allen Mooney & Barnes)'s headquarters located?

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AMB (Allen Mooney & Barnes)'s main headquarters is located at 171 Church Street Charleston, South Carolina 29401 United States. The company has employees across 2 continents, including North AmericaAsia.

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 SIC code NAICS code?

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AMB (Allen Mooney & Barnes)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

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

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As of April 2026, AMB (Allen Mooney & Barnes) has approximately 31 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: G. M.Chief Compliance Officer / Head Of Strategic Growth: B. N.Chief Financial Officer: H. S.. 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

Headquarters
171 Church Street Charleston, South Carolina 29401 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
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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