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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 |
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