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| Keyboard |
| American Wealth Management
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|---|---|
| CRD # | 122205 |
| SEC # | 801-70453 |
| CIK # | |
| AUM | 760.5 M (2026-06-24) |
| Employees | 9 (56% Investors, 44% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 764.9 M |
|
Perennial Advisors LLC
✚
|
NY | 761.9 M |
|
Sterling Financial Planning Inc
✚
|
NJ | 760.8 M |
|
SFG Wealth Management LLC
✚
|
MD | 760.2 M |
|
Independent Family Office LLC
✚
|
NY | 760.1 M |
|
Hughes Financial Services LLC
✚
|
VA | 759.8 M |
|
Strong Tower Advisory Services LLC
✚
|
MN | 759.2 M |
|
Provident Wealth Management LLC
✚
|
TN | 758.5 M |
|
Paratus Financial Inc
✚
|
TX | 757.4 M |
|
Hi-Line Capital Management LLC
✚
|
SD | 756.6 M |