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American Wealth Management

● SEC registered since 2009CRD 122205SEC# 801-70453Reno, NV
Export (members)
Reg. AUM
$760.5M
Employees
9
Accounts
897
Location
Reno, NV

American Wealth Management assets under management

American Wealth Management is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2009. It reports $760.5 million in regulatory assets under management and employs 9 people.
www.financialhealth.comView on SEC.gov ↗

American Wealth Management owners & executives

4 reported
NameTitleOwnershipSince
Greg H Culver ControlChief Compliance OfficerUnder 5%2023
Heidi Ann Foster ControlWealth Advisor And Investment ManagerUnder 5%2015
Laif Erik Meidell ControlPresidentOver 75%2008
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Frequently asked questions

How much does American Wealth Management manage?

American Wealth Management reports $760.5 million in regulatory assets under management on its Form ADV.

How many employees does American Wealth Management have?

American Wealth Management reports 9 employees.

Where is American Wealth Management located?

American Wealth Management is based in Reno, NV and has been SEC-registered since 2009.

Does American Wealth Management disclose fund performance?

American Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address570 Hammill Lane, Reno, NV 89511
Phone(775) 332-7000
Fax(775) 332-7010
Office hours8a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$753.4M
Non-discretionary$7.1M
Total (RAUM)$760.5M