{
  "crd_number": 122205,
  "slug": "american-wealth-management-reno-nv-122205",
  "primary_business_name": "AMERICAN WEALTH MANAGEMENT",
  "legal_name": "AMERICAN WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Reno",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "39900",
  "metro": {
    "cbsa_code": "39900",
    "common_name": "Reno",
    "msa_name": "Reno, NV",
    "path": "/advisors/nv/reno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-07-29",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 760503793.0,
  "raum_discretionary": 753374180.0,
  "raum_non_discretionary": 7129613.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 13406302.0,
      "count": 7
    },
    "individuals": {
      "raum": 203749007.0,
      "count": 673
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 17509979.0,
      "count": 17
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 525838505.0,
      "count": 200
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "GA",
    "ID",
    "MT",
    "NV",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://financialhealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122205",
  "city_as_filed": "RENO",
  "url": "https://advisorcensus.com/firm/american-wealth-management-reno-nv-122205",
  "display_name": "American Wealth Management",
  "summary": "American Wealth Management is an SEC-registered investment advisory firm in Reno, NV, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. American Wealth Management (CRD 122205): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is American Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), American Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does American Wealth Management's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated January 5, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is American Wealth Management located?",
      "a": "American Wealth Management's principal office is in Reno, NV, according to its Form ADV."
    },
    {
      "q": "Is American Wealth Management registered with the SEC or a state?",
      "a": "American Wealth Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 122205."
    },
    {
      "q": "How much does American Wealth Management manage?",
      "a": "American Wealth Management reports $760,503,793 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have American Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for American Wealth Management: Regulatory assets under management: $384,310,929 in the October 2021 data and $760,503,793 in the October 2026 data, up 98%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does American Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (673); high net worth individuals (200); pension and profit sharing plans (but not the plan participants or government pension plans) (17)."
    },
    {
      "q": "Does American Wealth Management report any disciplinary disclosures?",
      "a": "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/122205"
    },
    {
      "q": "Does American Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 5, 2026 says: \"The minimum account size is generally $300,000 but may be lower in certain circumstances.\""
    },
    {
      "q": "What changed in American Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 384310929.0,
      "total_employees": 9,
      "filing_date": "2021-02-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 545578881.0,
      "total_employees": 9,
      "filing_date": "2021-12-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 501408277.0,
      "total_employees": 9,
      "filing_date": "2023-01-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 566319555.0,
      "total_employees": 9,
      "filing_date": "2024-01-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 694306410.0,
      "total_employees": 9,
      "filing_date": "2025-01-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 760503793.0,
      "total_employees": 9,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 5, 2026",
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "All fees are negotiable with the typical account management fee billed at approximately one percent (1%), per annum, billed quarterly, in arrears."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000"
        ],
        "quotes": [
          "The minimum account size is generally $300,000 but may be lower in certain circumstances."
        ]
      }
    ],
    "quotes": [
      "All fees are negotiable with the typical account management fee billed at approximately one percent (1%), per annum, billed quarterly, in arrears.",
      "The minimum account size is generally $300,000 but may be lower in certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/american-wealth-management-reno-nv-122205.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 673,
      "fewer_than_5": false,
      "raum": 203749007.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 200,
      "fewer_than_5": false,
      "raum": 525838505.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 17509979.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 13406302.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}