AMERICAN WEALTH MANAGEMENT
CRD #122205 SEC #801-70453 RENO, NV (775) 332-7000
SEC Registered
Total AUM
$694.3M
Discretionary
$683M
Employees
9
Clients
251
Accounts
871
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $694.3M | $683M | $11.3M | 9 | 0 |
| Jan 2024 | $566.3M | $557.5M | $8.8M | 9 | 0 |
| Jan 2024 | $566.3M | $557.5M | $8.8M | 9 | 0 |
| Jan 2023 | $501.4M | $493.1M | $8.3M | 9 | 0 |
| Dec 2021 | $545.6M | $537.6M | $8M | 9 | 0 |
| Feb 2021 | $384.3M | $377.8M | $6.5M | 9 | 0 |
| Jan 2021 | $384.3M | $377.8M | $6.5M | 9 | 0 |
| Jan 2021 | $384.3M | $377.8M | $6.5M | 9 | 0 |
| Jul 2020 | $325.5M | $319.2M | $6.4M | 9 | 0 |
| Jan 2020 | $325.5M | $319.2M | $6.4M | 9 | 0 |
| May 2019 | $327.6M | $327.6M | $0 | 9 | 0 |
| Jan 2019 | $327.6M | $327.6M | $0 | 9 | 0 |
| Jan 2018 | $365.5M | $365.5M | $0 | 9 | 0 |
| Jan 2018 | $365.5M | $365.5M | $0 | 9 | 0 |
| Nov 2016 | $261.8M | $261.8M | $0 | 11 | 600 |
| Sep 2016 | $241.9M | $241.9M | $0 | 11 | 600 |
| Aug 2016 | $241.9M | $241.9M | $0 | 11 | 600 |
| Jan 2016 | $241.9M | $241.9M | $0 | 11 | 600 |
| May 2015 | $239M | $239M | $0 | 11 | 600 |
| Nov 2014 | $239M | $239M | $0 | 11 | 600 |
| Nov 2014 | $239M | $239M | $0 | 11 | 600 |
| Nov 2014 | $239M | $239M | $0 | 11 | 600 |
| Apr 2014 | $226.7M | $226.7M | $0 | 11 | 600 |
| Nov 2013 | $226.7M | $226.7M | $0 | 11 | 600 |
| Oct 2012 | $179.4M | $179.4M | $0 | 6 | 600 |
| Jun 2012 | $162.4M | $162.4M | $0 | 6 | 600 |
| Jan 2012 | $162.4M | $162.4M | $0 | 6 | 600 |
| Jun 2011 | $151.1M | $151.1M | $0 | 10 | -- |
| Mar 2011 | $151.1M | $151.1M | $0 | 10 | -- |
| Dec 2010 | $151.1M | $151.1M | $0 | 10 | -- |
| Jun 2010 | $128.7M | $128.7M | $0 | 10 | -- |
DateJan 2025
Total AUM$694.3M
Discretionary$683M
Non-Disc.$11.3M
Employees9
Clients0
DateJan 2024
Total AUM$566.3M
Discretionary$557.5M
Non-Disc.$8.8M
Employees9
Clients0
DateJan 2024
Total AUM$566.3M
Discretionary$557.5M
Non-Disc.$8.8M
Employees9
Clients0
DateJan 2023
Total AUM$501.4M
Discretionary$493.1M
Non-Disc.$8.3M
Employees9
Clients0
DateDec 2021
Total AUM$545.6M
Discretionary$537.6M
Non-Disc.$8M
Employees9
Clients0
DateFeb 2021
Total AUM$384.3M
Discretionary$377.8M
Non-Disc.$6.5M
Employees9
Clients0
DateJan 2021
Total AUM$384.3M
Discretionary$377.8M
Non-Disc.$6.5M
Employees9
Clients0
DateJan 2021
Total AUM$384.3M
Discretionary$377.8M
Non-Disc.$6.5M
Employees9
Clients0
DateJul 2020
Total AUM$325.5M
Discretionary$319.2M
Non-Disc.$6.4M
Employees9
Clients0
DateJan 2020
Total AUM$325.5M
Discretionary$319.2M
Non-Disc.$6.4M
Employees9
Clients0
DateMay 2019
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees9
Clients0
DateNov 2016
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees11
Clients600
DateSep 2016
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients600
DateAug 2016
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients600
DateJan 2016
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients600
DateMay 2015
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees11
Clients600
DateNov 2014
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees11
Clients600
DateNov 2014
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees11
Clients600
DateNov 2014
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees11
Clients600
DateApr 2014
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees11
Clients600
DateNov 2013
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees11
Clients600
DateOct 2012
Total AUM$179.4M
Discretionary$179.4M
Non-Disc.$0
Employees6
Clients600
DateJun 2012
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees6
Clients600
DateJan 2012
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees6
Clients600
DateJun 2011
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees10
Clients--