AG
CFP
AG
CFP

Adam Gruber

9 Years of Experience
Land O Lakes, FL

Adam Gruber is a CFP-designated registered investment advisor at Amg Wealth Management LLC, based in Land O Lakes, FL, with 9 years of industry experience. Adam 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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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Adam works as a math teacher at Brandon High School, teaching 6-7 secondary math classes a day during the school year. This is a full-time commitment during August-May.

Employment History
Current Registrations
Amg Wealth Management LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Cps Investment Advisors
June 2018 - May 2021 · 2 yrs 11 mos
Sundance Wealth Management Group L.L.C.
August 2016 - March 2018 · 1 yr 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.
Adam Gruber - Financial Advisor | TrueAdvisor