AMERICAN WEALTH MANAGEMENT
Adviser information for AMERICAN WEALTH MANAGEMENT last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 828 | $557.5M |
| Non-Discretionary | 7 | $8.8M |
| Total | 835 | $566.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 661 | $186.7M |
| HNW Individuals | 149 | $358.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 21 | $18.4M |
| Charitable organizations | <5 | $2.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-70453 |
|---|---|
| SEC ERA File Number | 801-70453 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122205 |
| Legal Entity Identifier | None |
Principal Office
570 HAMMILL LANERENO
NV
United States
Monday - Friday, 8AM - 5PM
Tel: (775) 332-7000, Fax: (775) 332-7010
Websites
Chief Compliance Officer
GREG H CULVER
570 HAMMILL LN
RENO
NV
United States
Tel:
775-332-7000
Fax:
775-332-7010
G***@******************M
(Full email address available in API data)
Regulatory Contact
CINDY CHRISTIANSEN
OFFICE ADMINISTRATOR
570 HAMMILL LANE
RENO
NV
United States
Tel:
(775) 332-7000
Fax:
(775) 332-7010
C*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEIDELL, LAIF, ERIK | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |
| MEIDELL, PATRICIA, FAYE | Individual | – | CHAIRMAN OF THE BOARD | 01/2008 | < 5% |
| FOSTER, HEIDI, ANN | Individual | – | WEALTH ADVISOR AND INVESTMENT MANAGER | 12/2015 | < 5% |