Wealth Manager
    SEC Registered
    Manages Private Funds

    American Wealth Management

    Registered investment advisor · Reno, Nevada · CRD #122205

    Assets Under Management
    $761M
    Client Accounts
    897
    Employees
    9
    CRD Number
    122205
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About American Wealth Management

    American Wealth Advisors is a private investment advisory firm founded in 1988, offering customized financial strategies and wealth management services to affluent clients. They custody client assets at Fidelity Institutional Wealth Services and are not affiliated with M.S. Howells & Co. The firm has 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for American Wealth Management

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    Frequently Asked Questions

    What is American Wealth Management's AUM?

    American Wealth Management reports approximately $761M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is American Wealth Management headquartered?

    American Wealth Management is headquartered in Reno, Nevada.

    What is American Wealth Management's CRD number?

    American Wealth Management's CRD number is 122205. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does American Wealth Management manage?

    American Wealth Management manages approximately 897 client accounts according to its latest SEC filing.

    Is American Wealth Management SEC registered?

    Yes, American Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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