|
⚲
|
| American Wealth Management
✚
|
|
|---|---|
| CRD # | 122205 |
| SEC # | 801-70453 |
| CIK # | |
| AUM | $760.5 M (2026-06-24) |
| Employees | 9 (56% Investors, 44% Brokers) |
| Phone | 775-332-7000 |
| Address | 570 Hammill Lane Reno, NV 89511 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 673 | 203.7 |
| (b) Individuals (high net worth individuals) | 200 | 525.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 17.5 |
| (h) Charitable organizations | 7 | 13.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 897 | 760.5 |
| By Discretionary | ||
| Discretionary | 891 | 753.4 |
| Non-Discretionary | 6 | 7.1 |
| Total | 897 | 760.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 760.5 | |
| Total | 897 | 760.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 0.8 |
|
Perennial Advisors LLC
✚
|
NY | 0.8 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.8 |
|
SFG Wealth Management LLC
✚
|
MD | 0.8 |
|
Independent Family Office LLC
✚
|
NY | 0.8 |
|
Hughes Financial Services LLC
✚
|
VA | 0.8 |
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.8 |
|
Provident Wealth Management LLC
✚
|
TN | 0.8 |
|
Paratus Financial Inc
✚
|
TX | 0.8 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.8 |