AMERICAN WEALTH MANAGEMENT

570 Hammill Lane
Reno, Nevada 89511
Tel: (775) 332-7000

About AMERICAN WEALTH MANAGEMENT

AMERICAN WEALTH MANAGEMENT, formally registered with the SEC as AMERICAN WEALTH MANAGEMENT. The firm was established in 07/29/2009. They have over 1 offices throughout the country.

AMERICAN WEALTH MANAGEMENT is a Reno, Nevada based Financial Planning firm with nearly $694,306,410 assets under management, offering retirement planning & investment advisory services to 871 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122205
SEC#	801-70453
Assets Managed by Firm	$694,306,410
No. of Clients	871
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	871	$694,306,410
Individuals (other than high net worth individuals)	672	$194,116,418
High net worth individuals	191	$466,808,344
Pension and profit sharing plans	18	$20,650,926
Charitable organizations	6	$12,730,722

More Retirement Planning firms in Reno, Nevada:

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KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169	$17,032,495,600	83	8
GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501	$6,645,705,545	99569	28
THE AMERIFLEX GROUP 8475 W. Sunset Road Suite 101 Las Vegas, NV, 89113	$6,522,387,220	16327	149
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	$5,194,180,776	21408	264
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive 2/F Las Vegas, NV, 89135	$4,662,466,719	28	45

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