Matthew Justin Roach
Investment adviser representative at Amb Wealth, LLC
15 yearsExperience
4 statesRegistered in
$1.1BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Amb Wealth, LLCFeb 2018 to now
- Allen, Mooney and Barnes Investment AdvisorsMar 2012 to now
- Allen, Mooney and Barnes Brokerage ServicesJan 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, NC, TX).
Amb Wealth, LLC
Legal name: Allen, Mooney & Barnes Investment Advisors, LLC
$1.1BAssets managed
920Clients
15Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5884689
- Firm CRD
- 113106