# Ambassador Wealth Management

Ambassador Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** ambassadorwealthmanagementgroup.com
- **LinkedIn:** https://www.linkedin.com/company/ambassador-wealth-management

## Regulatory record

- **CRD number:** 167064
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167064

## About

Ambassador Wealth Management is a financial planning company based in Vancouver, Washington. It operates as a full-service portfolio management firm that specializes in financial planning. The firm covers estate planning, retirement, retirement planning, insurance planning, and income tax planning.

## Questions

### Who runs investment decisions at Ambassador Wealth Management?

No named principals or investment committee members are publicly associated with Ambassador Wealth Management, LLC. Standard regulatory filings do not identify controlling persons or key decision-makers in any accessible format.

### What is Ambassador Wealth Management's known posture on co-investments?

The firm has not disclosed any co-investment activity, partnerships, or club-deal participation in public forums. Its approach to working alongside external GPs or other allocators remains undocumented.

### What regulatory filings exist for Ambassador Wealth Management?

The entity is on record as a registered investment advisor, which requires basic SEC or state registration. However, the publicly accessible portions of these filings do not yield detail on AUM, clients, or personnel in standard searches.

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Last updated: 2026-07-11T16:13:31.000Z

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