AMERICAN WEALTH MANAGEMENT

Overview

American Wealth Management is an independent registered investment adviser that runs a primarily equity-focused advisory practice serving individuals, families and institutions. The firm favors exchange-traded equities as its core allocation and combines fee-based portfolio management with financial planning and pension consulting. Its business model includes advisory fees based on assets under management as well as hourly and fixed-fee arrangements, and the firm’s advisors also operate as registered representatives of a broker-dealer and as insurance brokers, which gives them the ability to integrate insurance solutions and brokerage products alongside discretionary portfolio management. Investment activity is concentrated in public markets with an explicit preference for equities. Advisory services cover individual and small business portfolio management, institutional and business accounts, and retirement consulting. The firm reports no active ESG program and is structured as an individually owned, independent RIA rather than a capital allocator or multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices