American Wealth Management
● SEC registered since 2009CRD 122205SEC# 801-70453Reno, NV
Reg. AUM
$760.5M
Employees
9
Accounts
897
Location
Reno, NV
American Wealth Management assets under management
American Wealth Management is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2009. It reports $760.5 million in regulatory assets under management and employs 9 people.
American Wealth Management owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Greg H Culver Control | Chief Compliance Officer | Under 5% | 2023 |
| Heidi Ann Foster Control | Wealth Advisor And Investment Manager | Under 5% | 2015 |
| Laif Erik Meidell Control | President | Over 75% | 2008 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does American Wealth Management manage?
American Wealth Management reports $760.5 million in regulatory assets under management on its Form ADV.
How many employees does American Wealth Management have?
American Wealth Management reports 9 employees.
Where is American Wealth Management located?
American Wealth Management is based in Reno, NV and has been SEC-registered since 2009.
Does American Wealth Management disclose fund performance?
American Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 570 Hammill Lane, Reno, NV 89511 |
| Phone | (775) 332-7000 |
| Fax | (775) 332-7010 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$760.5M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$760.5Mregulatory AUM
Discretionary $753.4MNon-discretionary $7.1M