Overview
Assets Under Management: $195 million
Headquarters: CRYSTAL LAKE, IL
High-Net-Worth Clients: 244
Average Client Assets: $0.6 million
Frequently Asked Questions
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147376), AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC is headquartered in CRYSTAL LAKE, IL.
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC serves 244 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC manages $195 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 244
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.82%
Average Client Assets: $0.6 million
Total Client Accounts: 430
Discretionary Accounts: 349
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 147376
Filing ID: 2048400
Last Filing Date: 2026-03-30 22:02:04