# American Community Wealth Management, LLC

> American Community Wealth Management, LLC is an SEC-registered investment advisory firm in Crystal Lake, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 147376
- Filed as: AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Crystal Lake, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147376
- AdvisorCensus page: https://advisorcensus.com/firm/american-community-wealth-management-llc-crystal-lake-il-147376

## Quick answers

**How is American Community Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Community Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is American Community Wealth Management, LLC located?**
American Community Wealth Management, LLC's principal office is in Crystal Lake, IL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is American Community Wealth Management, LLC registered with the SEC or a state?**
American Community Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 147376.

**How much does American Community Wealth Management, LLC manage?**
American Community Wealth Management, LLC reports $195,398,095 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (73% discretionary).

**How have American Community Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for American Community Wealth Management, LLC: Regulatory assets under management: $115,911,707 in the October 2025 data and $195,398,095 in the October 2026 data, up 69%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Community Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (244); individuals (other than high net worth individuals) (205); corporations or other businesses not listed above (11).

**Which custodians does American Community Wealth Management, LLC use?**
American Community Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does American Community Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147376

**What changed in American Community Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,911,707 to $195,398,095 (+69%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $195,398,095
- Discretionary: $143,451,449
- Non-discretionary: $51,946,646

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $39,983,777 |
| High net worth individuals | 244 | $138,372,092 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,415,945 |
| Charitable organizations | 4 | $1,124,143 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 11 | $9,502,138 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Arlington Heights, IL
- Huntley, IL
- McHenry, IL
- Woodstock, IL

### Websites listed on Form ADV (Item 1.I)
- amcomwealth.com
- LinkedIn @american-community-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $115,911,707 | 5 | June 3, 2025 |
| October 2026 | $195,398,095 | 5 | March 30, 2026 |

Regulatory assets under management: $115,911,707 in the October 2025 data and $195,398,095 in the October 2026 data, up 69%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,911,707 to $195,398,095 (+69%).

### December 2025
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Community Wealth Management, LLC (CRD 147376): Form ADV filing data as of October 2026.