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AMERICAN WEALTH PROTECTION FINANCIAL, LLC
CRD 317233
1000 ELM STREET, SUITE 800, MANCHESTER, NH, 03101, United States
Phone
603-552-5244
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$70.2M
Discretionary AUM
$70.2M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $26.0M |
| High net worth individuals | 32 | $43.9M |
| Corporations/business entities | 1 | $244K |
All web addresses on file
Official SEC filing: View on IAPD