# American Wealth Management

American Wealth Management is a Bank / Wealth / Trust based in Reno, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reno, United States
- **Region:** North America
- **Address:** Reno, NV, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** americanwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/americanwealthmgmt

## Regulatory record

- **CRD number:** 122205
- **SEC file number:** 801-70453
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122205

## About

Founded in 1988, American Wealth Management operates as a registered investment adviser based in Reno, Nevada. The firm delivers a standard suite of retail wealth-management services: investment advisory, financial planning, estate planning, tax planning, and risk management. Its client base, according to its regulatory disclosures, includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small business entities. The firm is not a family office; it is a conventional RIA serving a local and regional clientele. The firm's investment strategy is delivered through individually managed accounts tailored to client objectives, risk tolerance, and time horizon. Public filings indicate it constructs portfolios using mutual funds, exchange-traded funds, individual equities, and fixed-income instruments. There is no disclosed focus on private markets, direct co-investments, or alternative assets. American Wealth Management's geographic footprint is concentrated in Nevada, with no additional offices publicly listed. American Wealth Management's scale is modest. The firm is a small, independent shop in a market dominated by consolidating registered investment adviser platforms and wirehouses. No information on total assets under management, total deployment, or professional headcount is publicly available. The firm does not publicize a philanthropic vehicle, a network of external managers, or membership in peer-exchange groups. As a single-office RIA that has remained independent since the late 1980s, American Wealth Management represents a generation of advisory businesses built around a local trust relationship rather than a scalable institutional platform. The absence of a publicly identifiable successor or growth narrative frames its primary structural question: longevity beyond its founding principals.

## Questions

### What regulatory structure does American Wealth Management operate under?

American Wealth Management is registered as an investment adviser with the Securities and Exchange Commission. As an RIA, it owes a fiduciary duty to its advisory clients, meaning it is legally obligated to act in their best interest. The firm has been registered since 1988, according to its Form ADV filings.

### Does American Wealth Management manage institutional capital or only private wealth?

The firm's publicly disclosed client base skews toward private wealth. Its regulatory filings list individuals, trusts, estates, and retirement plans as primary client types. It also serves small business entities and charitable organizations, but there is no indication of large institutional separate-account mandates.

### What investment products does American Wealth Management use to build portfolios?

According to its Form ADV, American Wealth Management constructs client portfolios using a combination of mutual funds, exchange-traded funds, individual equities, and fixed-income securities. The firm does not publicly market access to private equity, venture capital, hedge funds, or direct real estate investments.

### Is American Wealth Management affiliated with a bank, broker-dealer, or larger wealth platform?

American Wealth Management operates as an independent RIA. It is not a subsidiary of a bank holding company, a wirehouse, or a large wealth-management consolidator, based on its current regulatory disclosures and its standalone website domain.

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Last updated: 2026-06-03T20:00:00.000Z

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