American Wealth Management

American Wealth Management (CRD# 122205) is a financial advisory firm headquartered in Reno, NV. They manage $241,866,729 in 874 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $276,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, MD, NH, NV, OR, TX, UT, WA

Financial Advisors at American Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Heidi A. Foster
CRD#: 4739930
570 Hammill Lane, Reno, NV 89511
103
Wealthminder
score

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
Boyong Park
CRD#: 6426829
570 Hammill Lane, Reno, NV 89511
87
Wealthminder
score

Boyong Park (CRD# 6426829) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has 1 year of experience in the finance industry.

3
Patricia F. Meidell
CRD#: 331254
570 Hammill Lane, Reno, NV 89511
86
Wealthminder
score

Patricia Meidell (CRD# 331254) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 30 years of experience in the finance industry. Patricia Meidell 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Laif E. Meidell
CRD#: 2627107
570 Hammill Lane, Reno, NV 89511
83
Wealthminder
score

Laif Meidell (CRD# 2627107) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 22 years of experience in the finance industry.

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