American Wealth Management

American Wealth Management (CRD# 122205) is a financial advisory firm headquartered in Reno, NV. They manage $566,319,555 in 835 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $678,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, MT, NV, TX, UT, WA

Financial Advisors at American Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Heidi A. Foster
CRD#: 4739930
570 Hammill Lane, Reno, NV 89511

Heidi Foster (CRD# 4739930) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 20 years of experience in the finance industry. Heidi Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Dong-joon Lee
CRD#: 6090737
570 Hammill Lane, Reno, NV 89511

Dong-joon Lee (CRD# 6090737) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 11 years of experience in the finance industry.

3
Laif E. Meidell
CRD#: 2627107
570 Hammill Lane, Reno, NV 89511

Laif Meidell (CRD# 2627107) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 28 years of experience in the finance industry.

4
Patricia F. Meidell
CRD#: 331254
570 Hammill Lane, Reno, NV 89511

Patricia Meidell (CRD# 331254) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 36 years of experience in the finance industry.

5
Boyong Park
CRD#: 6426829
570 Hammill Lane, Reno, NV 89511

Boyong Park (CRD# 6426829) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 8 years of experience in the finance industry.

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