TG
PFS
TG
PFS
Thomas Gruber
17 Years of Experience
Land o Lakes, FL
1 Disclosure
Thomas Gruber is a PFS-designated registered investment advisor at Amg Wealth Management LLC, based in Land o Lakes, FL, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 74 clients with $18M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$18.4M
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Location
Land o Lakes, FL
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Regulatory History (1)
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Regulatory
February 2020Final
Other Business Activities
Thomas facilitates online accounting and finance courses for the University of Phoenix and performs consulting work and taxes through his CPA firm, Thomas A Gruber CPA PLLC. He dedicates minimal time to each of these activities annually.
Employment History
Current Registrations
Amg Wealth Management LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cps Investment Advisors
February 2020 - May 2022 · 2 yrs 3 mos
Sundance Wealth Management Group L.L.C.
August 2006 - March 2018 · 11 yrs 7 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.