Overview
Assets Under Management: $694 million
Headquarters: RENO, NV
High-Net-Worth Clients: 191
Average Client Assets: $2 million
Frequently Asked Questions
AMERICAN WEALTH MANAGEMENT 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 #122205), AMERICAN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
AMERICAN WEALTH MANAGEMENT is headquartered in RENO, NV.
AMERICAN WEALTH MANAGEMENT serves 191 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, AMERICAN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AMERICAN WEALTH MANAGEMENT manages $694 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, AMERICAN WEALTH MANAGEMENT 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
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 871
Discretionary Accounts: 863
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 122205
Last Filing Date: 2025-01-06 00:00:00
Website: https://financialhealth.com