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AMERICAN WEALTH MANAGEMENT
CRD 122205File 801-70453
APPROVED
Retail clients
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$760.5M
Above cohort median (national)
Discretionary AUM
$753.4M
Non-discretionary $7.1M
Clients
897
897 accounts
Employees
9
Top 25% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 29, 2009
- Principal office
- 570 HAMMILL LANE, RENO, NV, 89511
- Phone
- (775) 332-7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760.5M
- Discretionary AUM
- $753.4M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 891
- Non-discretionary accounts
- 6
- Total accounts
- 897
- AUM per client
- $848K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $13.4M |
| High net worth individuals | 200 | $525.8M |
| Pension and profit sharing plans | 17 | $17.5M |
| Individuals (other than high net worth individuals) | 673 | $203.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.