AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
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
FINTRXOverview
American Community Wealth Management, LLC is an independent registered investment adviser operating as an LLC. The firm is SEC-registered (registration year listed as 2025) and describes itself as a capital allocator that serves both individual/family clients and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension consulting services, and educational workshops. Compensation methods include AUM-based fees alongside hourly and fixed-fee arrangements. The firm is not an active ESG investor and is not registered as a multi-state adviser; it identifies both domestic-entity and individual ownership and reports an affiliation with banking or thrift institutions.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1ANDREW HARTLIEB
Chief Executive OfficerCRD 5534354
Contacts
3 of 6KATHLEEN DIXON
Operations ManagerCRD 4033179
RICK FRANCOIS
PresidentCRD 5534357
KEVIN NOONAN
Vice PresidentCRD 4389991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CRYSTAL LAKE, IL
MCHENRY
Location
CRYSTAL LAKE, IL
Headquartered in CRYSTAL LAKE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- MCHENRY
- Address
- 381 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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