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AMERICAN WEALTH MANAGEMENT
CRD 122205 · SEC 801-70453
570 HAMMILL LANE, RENO, NV, 89511, United States
Phone
(775) 332-7000
Fax
(775) 332-7010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$760.5M
Discretionary AUM
$753.4M
Team
9 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 673 | $203.7M |
| High net worth individuals | 200 | $525.8M |
| Pension/profit sharing plans | 17 | $17.5M |
| Charitable organizations | 7 | $13.4M |
States served
AZ, CA, CO, ID, MT, NV, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD