AMERICAN WEALTH MANAGEMENT
SEC RegisteredMAKE BIG PLANS — We'll help you see them through
About the firm
American Wealth Management is a financial advisory firm based in Reno, Nevada that helps clients strengthen their financial health and achieve lifelong financial goals through customized strategies. The firm offers investment management, estate planning, risk management, and tax planning services. Investment advisory services are offered through American Wealth Management (AWM), an SEC-registered Investment Adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm advises clients in four key areas: Investment Management, Estate Planning, Risk Management, and Tax Planning. It follows a four-step process of goal identification, plan development, strategy selection, and transparent communication. For estate planning and tax planning matters, the firm works with a specialist of the client's choice.
Who they serve
High-net-worth clients seeking personalized financial planning and wealth management services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 673 | $204M |
| High Net Worth Individuals | 200 | $526M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 17 | $18M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of January 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMERICAN WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.