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| Keyboard |
| American Community Wealth Management LLC
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|---|---|
| CRD # | 147376 |
| SEC # | 801-132912 |
| CIK # | |
| AUM | 195.4 M (2026-03-30) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 815-479-9024 |
| Address | 381 S Main Street Crystal Lake, IL 60014 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 40.0 |
| (b) Individuals (high net worth individuals) | 244 | 138.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.4 |
| (h) Charitable organizations | 4 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 195.4 |
| By Discretionary | ||
| Discretionary | 349 | 143.5 |
| Non-Discretionary | 81 | 51.9 |
| Total | 430 | 195.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.4 | |
| Total | 430 | 195.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 47 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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VA | 195.2 M |
|
Amuni Financial Inc
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FL | 194.6 M |
|
New Century Financial Group LLC
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NJ | 192.9 M |
|
Clemson-Eps Advisors LLC
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SC | 192.8 M |