Updated May 30, 2024
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Ambassador Wealth Management, LLC

Investment Advisor Firm
Total assets under management$58M
Years in business15+

About Ambassador Wealth Management, LLC

Ambassador Wealth Management, LLC is a financial planning company in Vancouver, Washington. Founded in 2009 by Petr Burunov, a finance industry veteran with over two decades of experience, the firm specializes in providing full-service portfolio management and comprehensive financial planning services.

Ambassador Wealth Management offers a range of services to help individuals achieve their financial goals. These services include estate, retirement, insurance, and income tax planning. The firm is dedicated to developing strong and lasting relationships with its clients, aiming to assist them in reaching their desired financial outcomes.

The team at Ambassador Wealth Management consists of experienced professionals who share the same values as the company. They are not only skilled in their respective fields but also passionate about helping clients navigate their lives with purpose. The firm has grown significantly since its inception, doubling its staff in 2016 to serve its expanding client base better.

The overarching vision of Ambassador Wealth Management is to provide clients with qualified and experienced counsel to guide them toward financial success. The company's mission goes beyond just building wealth; it aims to empower individuals to live meaningful lives filled with moments that take their breath away. With expertise in portfolio management and various areas of financial planning, the firm is committed to forming deep relationships with clients and helping them achieve true wealth beyond mere monetary gains.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Estate Planning
  2. Retirement Planning
  3. Insurance Planning
  4. Tax Planning

More about Ambassador Wealth Management, LLC

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
1670642

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings