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Overview Share
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Reno, Nevada
$325.5 million AUM
1 office

American Wealth Management is based in Reno, Nevada and has $325.5 million in assets under management.

Location
570 Hammill Lane
Reno, NV 89511
$325.5 million
AUM
9
Employees
AUM Share
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$325,543,530
Assets under management
691 clients
Number of clients
Average investment size is $471,119
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 579 $169,995,987 52% $293,603
High net worth individuals 82 $131,784,898 40% $1,607,133
Pension and profit sharing plans 26 $21,945,619 7% $844,062
Charitable organizations 4 $1,817,026 1% $454,256
Employees Share
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9
Employees
5
Investment analysts
56% of total employees
AUM per employee Share
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$325,543,530
Assets under management
$36,171,503
AUM per employee
$65,108,706
AUM per investment analyst
About Share
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Compensation

American Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

American Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 122,205
SEC number 801-70453
Legal structure Corporation
Legal governance Nevada, United States
Latest ADV filing date January 09, 2020

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