# American Wealth Management

> 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.

- CRD: 122205
- Filed as: AMERICAN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122205
- AdvisorCensus page: https://advisorcensus.com/firm/american-wealth-management-reno-nv-122205

## Quick answers

**How is American Wealth Management compensated?**
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).

**What does American Wealth Management's brochure say about its fees?**
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.

**Where is American Wealth Management located?**
American Wealth Management's principal office is in Reno, NV, according to its Form ADV.

**Is American Wealth Management registered with the SEC or a state?**
American Wealth Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 122205.

**How much does American Wealth Management manage?**
American Wealth Management reports $760,503,793 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (99% discretionary).

**How have American Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does American Wealth Management serve?**
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).

**Does American Wealth Management 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/122205

**Does American Wealth Management state an account minimum?**
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."

**What changed in American Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 5, 2026)

- Asset-based fee: 1% of assets a year

> All fees are negotiable with the typical account management fee billed at approximately one percent (1%), per annum, billed quarterly, in arrears.

- Account minimum: $300,000

> The minimum account size is generally $300,000 but may be lower in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $760,503,793
- Discretionary: $753,374,180
- Non-discretionary: $7,129,613

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 673 | $203,749,007 |
| High net worth individuals | 200 | $525,838,505 |
| Banking or thrift institutions | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $17,509,979 |
| Charitable organizations | 7 | $13,406,302 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, GA, ID, MT, NV, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialhealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $384,310,929 | 9 | February 11, 2021 |
| October 2022 | $545,578,881 | 9 | December 23, 2021 |
| October 2023 | $501,408,277 | 9 | January 4, 2023 |
| October 2024 | $566,319,555 | 9 | January 17, 2024 |
| October 2025 | $694,306,410 | 9 | January 6, 2025 |
| October 2026 | $760,503,793 | 9 | June 24, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in GA.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Wealth Management (CRD 122205): Form ADV filing data as of October 2026.