American Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Reno, NV. Its latest Form ADV filing, dated January 5, 2026, reports $761M in regulatory assets under management, 9 employees, and 897 accounts.
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
673
2
HNWI
22.3%
200
3
Pension Plans
1.9%
17
4
Charitable
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$761Mas of January 5, 2026
Discretionary99.1%
$753M
99% of total RAUM99.1%
Non-discretionary0.9%
$7M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$761M
Total Accounts897
10Y AUM Change+$395M (+108.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee100:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.