AMG Wealth Advisors
- Company typePrivate
- Founded2018
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
AMG Wealth Advisors firmographics
Firmographics- Name
- AMG Wealth Advisors
- Legal name
- Waterloo Capital d/b/a AMG Wealth Advisors
- Website
- https://amgwealthadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
AMG Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where AMG Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AMG Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: SEC Registered Investment Adviser providing comprehensive wealth management services with a $10,000 minimum annual fee for clients with $1 million or more in investable assets. All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | $1M+ investable assets with $10,000 minimum annual fee |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
AMG Wealth Advisors product offering
Product offeringCore offering
AMG Wealth Advisors is a boutique, SEC Registered Investment Adviser that delivers personalized wealth management services to affluent individuals and families with $1 million or more in investable assets. Services include asset management, retirement planning, business succession planning, estate planning, tax planning, and financial transition planning, supported by a team-based advisory model and a proprietary Drawdown Patrol Investing methodology. All advisory services are provided under Waterloo Capital d/b/a AMG Wealth Advisors.
Product overview
AMG Wealth Advisors is a boutique wealth management firm offering a unified suite of advisory services rather than a software platform with distinct modules. The firm provides personalized financial planning and investment management through direct advisor relationships, serving affluent individuals and families with $1 million or more in investable assets. Services include asset management, retirement planning, estate planning, business succession planning, tax planning, and financial transition planning—all delivered through licensed advisors rather than discrete product lines.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management Investment management service delivering personalized portfolio strategies for affluent individuals and families, including the firm's proprietary Drawdown Patrol Investing methodology designed to capture upside while defending against downside risk.
- Retirement Planning Personalized retirement income planning services for clients nearing or in retirement, including portfolio drawdown strategy and lifestyle sustainability planning.
- Business Succession Planning Advisory service for business owners focused on succession, exit strategies, and managing financial proceeds from buying or selling a business.
- Estate Planning Estate planning and wealth preservation services designed to protect family wealth and enable multi-generational wealth transfer.
- Financial Transition Planning Financial planning service for clients navigating major life transitions including divorce, career changes, widowhood, and caregiving situations.
- Tax Planning Strategic tax planning services integrated with the firm's wealth management and investment advisory offering.
Quantifiable outcome
- Drawdown Patrol methodology aims to capture 75% of upside and only 50% of downside in international markets
Companies that use AMG Wealth Advisors
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
AMG Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
AMG Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Community First! VillageminorAMG Wealth Advisors is proud to partner with Community First! Village, sponsoring the construction of a home to help Austin neighbors find stability and housing. Community First! Village is a 51-acre community addressing chronic homelessness through permanent homes, shared spaces, and meaningful work opportunities.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
AMG Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Halbert Hargrove: Long-standing boutique RIA serving HNW individuals and families with comprehensive wealth, retirement, and estate planning. Closely mirrors AMG's team-based, multi-service HNW advisory model.
- Abacus Wealth Partners: Independent, fee-only RIA serving HNW individuals with a strong impact/values-aligned orientation and team-based advisor model. Highly comparable to AMG in business model, client profile, and boutique size.
- Signature Estate & Investment Advisors: Boutique RIA providing investment management, estate planning, and retirement planning to HNW households. Overlaps directly with AMG's service mix and client profile.
- Altfest Personal Wealth Management: Independent, fee-only RIA serving HNW clients with comprehensive financial planning and investment management. Comparable to AMG in fee-only structure, HNW minimums, and team-based delivery.
- Modera Wealth Management: Fee-only boutique RIA providing comprehensive financial planning to HNW households. Comparable to AMG in service breadth, HNW focus, and fee-only subscription-style engagements.
Broad incumbents
- Focus Financial Partners: RIA aggregator and partnership platform for HNW-focused advisory firms. Represents both a competitor and a potential strategic/exit pathway for boutique firms like AMG.
- Mariner Wealth Advisors: Large national RIA providing comprehensive financial planning, investment management, and tax/estate services to HNW clients. Adjacent incumbent competitor to AMG with overlapping service lines.
- Hightower Advisors: National RIA platform serving HNW clients through a network of advisor teams. Competes with AMG for HNW mandates while offering the scale and resources AMG lacks.
- Edelman Financial Engines: Large national RIA offering wealth management, retirement planning, and estate services to HNW individuals. Direct competitor for AMG's service categories at significantly larger scale.
- Creative Planning: One of the largest independent RIAs in the US, serving HNW and ultra-HNW clients with comprehensive wealth management. Competes with AMG for the same client segment but at much greater scale and brand recognition.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
AMG Wealth Advisors social profiles
Digital presenceAMG Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
AMG Wealth Advisors leadership team
Management profileNumber of profiles
Profiles3 records
AMG Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AMG Wealth Advisors 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 AMG Wealth Advisors
What does AMG Wealth Advisors do?
AMG Wealth Advisors is a boutique, SEC Registered Investment Adviser that delivers personalized wealth management services to affluent individuals and families with $1 million or more in investable assets. Services include asset management, retirement planning, business succession planning, estate planning, tax planning, and financial transition planning, supported by a team-based advisory model and a proprietary Drawdown Patrol Investing methodology. All advisory services are provided under Waterloo Capital d/b/a AMG Wealth Advisors.
Is AMG Wealth Advisors a public or private company?
AMG Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AMG Wealth Advisors founded?
AMG Wealth Advisors was founded in 2018. It employs 1 to 10 people.
Where is AMG Wealth Advisors based?
AMG Wealth Advisors is headquartered in Austin, United States, in the North America region.
How does AMG Wealth Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are AMG Wealth Advisors's main competitors?
Direct peers on record are Halbert Hargrove, Abacus Wealth Partners, Signature Estate & Investment Advisors, Altfest Personal Wealth Management and Modera Wealth Management. Broad incumbents are Focus Financial Partners, Mariner Wealth Advisors, Hightower Advisors, Edelman Financial Engines and Creative Planning.
Does AMG Wealth Advisors have an API?
No public API is recorded for AMG Wealth Advisors.
What industry is AMG Wealth Advisors in?
AMG Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.