AMERICAN WEALTH MANAGEMENT
  • AMERICAN WEALTH MANAGEMENT
  • AMERICAN RETIREMENT PLANNERS
  • AMERICAN RETIREMENT PLANNERS, INC.
  • AMERICAN RETIREMENT PLANNERS II, INC.

Adviser Profile

As of Date 06/24/2026
Registration SEC, Approved, 07/29/2009
Other registrations (2)
ADV Location RENO, NV, United States
Contact Info (77 xxxxxxx
Websites
AUM* 760,503,793 34%
of that, discretionary 753,374,180 35%
Number of Employees 9
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 847,830 25%
% High Net Worth 22.30% 25%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

753M 646M 538M 430M 323M 215M 108M
2015 2016 2018 2019 2020 2021 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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