American Wealth Management

Overview

American Wealth Management is an independent, owner-operated registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional accounts and provides a mix of financial planning and portfolio-management services for individuals, small businesses, businesses and institutions, plus pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. In addition to its RIA activities, the firm’s business lines include registered representative functions with a broker‑dealer and insurance brokerage. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi‑state adviser, which suggests a more regionally focused regulatory footprint. Management control is held by an individual owner rather than a corporate parent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices