Kathy Bennett Bartlett

Amb Wealth, LLC

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Amb Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

991 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$25K

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kathy is the treasurer and vice president of Bartlett Real Estate DBA Gary Bartlett Real Estate, LLC, a residential real estate brokerage, and a licensed real estate sales associate in Florida. She spends minimal time on accounting matters related to this non-investment related activity.

Employment History

Current Registrations

Amb Wealth, LLC

February 2023 - Present · 3 yrs

Allen, Mooney & Barnes Brokerage Services, LLCBroker

October 2021 - Present · 4 yrs 4 mos

Previous Registrations

Suntrust Advisory Services, INC.

August 2016 - January 2021 · 4 yrs 5 mos

Suntrust Investment Services, INC.

January 2005 - December 2016 · 11 yrs 11 mos

Truist Investment Services, INC.Broker

December 2004 - January 2021 · 16 yrs 1 mo

Invest Financial Corporation

June 2003 - December 2004 · 1 yr 6 mos

Invest Financial CorporationBroker

May 2003 - December 2004 · 1 yr 7 mos

A. G. Edwards & Sons, INC.

August 2001 - March 2003 · 1 yr 7 mos

A. G. Edwards & Sons, INC.Broker

August 2001 - March 2003 · 1 yr 7 mos

State Registrations3 states

FLGATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.