Boys Arnold Wealth Management
- Company typePrivate
- Founded1975
- HeadquartersAsheville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Boys Arnold Wealth Management firmographics
Firmographics- Name
- Boys Arnold Wealth Management
- Legal name
- AMG National Trust
- Website
- https://boysarnold.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Boys Arnold Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Boys Arnold Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Asheville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Boys Arnold Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Wealth Management Advisory Services: Comprehensive wealth management services including multi-generational wealth planning, estate planning, asset management, tax-efficient investment strategies, trust and estate management, institutional portfolio management, retirement plan services, tax preparation, and banking. Revenue is generated through advisory fees, likely asset-under-management (AUM) based fees typical for wealth management firms.
Go-to-market motion1 record
Distribution channels1 record
Boys Arnold Wealth Management product offering
Product offeringCore offering
Boys Arnold Wealth Management, now operating as part of AMG National Trust following a 2023 business combination, provides comprehensive wealth management services to high-net-worth individuals and families. Core offerings include multi-generational wealth planning, estate planning, asset management, tax-efficient investment strategies, trust and estate management, institutional/business portfolio management, retirement plan services (including 401(k) advice and administration), tax preparation, donor-advised funds, and integrated banking solutions. Services are delivered through dedicated wealth counselors with a deliberately low client-to-counselor ratio across offices in Asheville, NC and Hilton Head Island, SC.
Product overview
Boys Arnold Wealth Management, now operating as part of AMG National Trust, offers a unified suite of wealth management services rather than a modular product platform. The firm provides comprehensive financial services including multi-generational wealth planning, estate planning, asset management, tax-efficient investment strategies, 401(k) advice and administration, trust and estate management, institutional portfolio management, retirement plan services, tax preparation, donor-advised funds, and banking services. These services are delivered through a team-based approach with dedicated wealth counselors and specialists, targeting high-net-worth individuals and families, with offices in Asheville, NC and Hilton Head Island, SC.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Generational Wealth Planning
- Estate Planning
- Asset Management
- Tax-Efficient Investment Strategies
- 401(k) Advice and Administration
- Trust and Estate Management
Companies that use Boys Arnold Wealth Management
Customer profileSegments2 records
Boys Arnold Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Boys Arnold Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AMG National TrustcoreBoys Arnold and AMG National Trust completed a business combination to form a unified company with shared vision for helping clients manage wealth. The combined entity leverages the collective experience of both firms' senior management teams.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Boys Arnold Wealth Management competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Boys Arnold Wealth Management social profiles
Digital presenceBoys Arnold Wealth Management compliance and trust
Trust signalCompliance2 records
Boys Arnold Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Boys Arnold Wealth Management leadership team
Management profileNumber of profiles
Boys Arnold Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Boys Arnold Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Boys Arnold Wealth Management
What does Boys Arnold Wealth Management do?
Boys Arnold Wealth Management, now operating as part of AMG National Trust following a 2023 business combination, provides comprehensive wealth management services to high-net-worth individuals and families. Core offerings include multi-generational wealth planning, estate planning, asset management, tax-efficient investment strategies, trust and estate management, institutional/business portfolio management, retirement plan services (including 401(k) advice and administration), tax preparation, donor-advised funds, and integrated banking solutions. Services are delivered through dedicated wealth counselors with a deliberately low client-to-counselor ratio across offices in Asheville, NC and Hilton Head Island, SC.
Is Boys Arnold Wealth Management a public or private company?
Boys Arnold Wealth Management is a private company. It is currently operating.
When was Boys Arnold Wealth Management founded?
Boys Arnold Wealth Management was founded in 1975. It employs 11 to 50 people.
Where is Boys Arnold Wealth Management based?
Boys Arnold Wealth Management is headquartered in Asheville, United States, in the North America region.
How does Boys Arnold Wealth Management make money?
One revenue line is on record: wealth Management Advisory Services.
Does Boys Arnold Wealth Management have an API?
No public API is recorded for Boys Arnold Wealth Management.
What industry is Boys Arnold Wealth Management in?
Boys Arnold Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940 and its SIC code is 6282.