American Community Wealth Management, LLC

RIASEC & State Registered

Total AUM

$195M

Discretionary

$143M

73% of AUM

Avg account

$454K

Accounts

430

Employees

Advisory reps

Firm details

Headquarters: Crystal Lake, Illinois
CRD number: 147376
Registered since: July 3, 2025
Website: www.amcomwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.82%
Individuals20.46%
Corporations / Businesses4.86%
Pension & Profit Sharing Plans3.28%
Charitable Organizations0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

American Community Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC, having registered in 2025, and positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its service mix includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection and oversight of third‑party advisers, and educational workshops. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and flat fees. The firm does not describe itself as an active ESG investor and maintains an industry affiliation with a banking or thrift institution.