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CFP
VP
CFP

Vann Pitts

Amb Wealth, LLC
8 Years of Experience
Thomasville, GA
Broker
View SEC Summary
View SEC Summary

Vann Pitts is a CFP-designated registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 8 years of industry experience. Vann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 920 clients with $1.1B in assets under management.

Amb Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
920 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.75%
$3M+0.50%

Firm also utilizes an alternative tiered schedule starting at 1.00% for the first $1 million. Maximum allowable rate is 2.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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.

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Other Business Activities

Vann works as a financial advisor with Allen, Mooney & Barnes Investment Advisors, dedicating nearly full-time hours to this role. He also directs travel baseball tournaments and hosts a podcast, both non-investment related activities taking minimal time.

Employment History
Current Registrations
Amb Wealth, LLC
January 2021 - Present · 5 yrs 9 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
September 2018 - Present · 8 yrs 1 mo
State Registrations9 states
FLGAINKYMDMINCPAVA
AdvisorBrokerBoth

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.
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