# Ambassador Wealth Management, LLC

> Ambassador Wealth Management, LLC is a state-registered investment advisory firm in Vancouver, WA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 167064
- Filed as: AMBASSADOR WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167064
- AdvisorCensus page: https://advisorcensus.com/firm/ambassador-wealth-management-llc-vancouver-wa-167064

## Quick answers

**How is Ambassador Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ambassador Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ambassador Wealth Management, LLC located?**
Ambassador Wealth Management, LLC's principal office is in Vancouver, WA, according to its Form ADV.

**Is Ambassador Wealth Management, LLC registered with the SEC or a state?**
Ambassador Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167064.

**How much does Ambassador Wealth Management, LLC manage?**
Ambassador Wealth Management, LLC reports $89,935,816 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**What types of clients does Ambassador Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (41).

**Does Ambassador Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167064

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $89,935,816
- Discretionary: $89,935,816
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $24,979,634 |
| High net worth individuals | 41 | $64,956,182 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ambassador.partners
- Facebook @ambassadorwm
- LinkedIn @ambassador-wealth-management
- X @ambassadorwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ambassador Wealth Management, LLC (CRD 167064): Form ADV filing data as of October 2026.