# Ambrosia Herb Tea, LLC

> Ambrosia Herb Tea, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 288737
- Filed as: AMBROSIA HERB TEA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288737
- AdvisorCensus page: https://advisorcensus.com/firm/ambrosia-herb-tea-llc-288737

## Quick answers

**How is Ambrosia Herb Tea, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ambrosia Herb Tea, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ambrosia Herb Tea, LLC registered with the SEC or a state?**
Ambrosia Herb Tea, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288737.

**How much does Ambrosia Herb Tea, LLC manage?**
Ambrosia Herb Tea, LLC reports $1,259,589 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Ambrosia Herb Tea, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Ambrosia Herb Tea, 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/288737

**What changed in Ambrosia Herb Tea, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,259,589
- Discretionary: $1,259,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,259,589 |
| High net worth individuals | 0 | Not reported |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ambroam.com](https://ambroam.com)

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ambrosia Herb Tea, LLC (CRD 288737): Form ADV filing data as of October 2026.