AMERICAN WEALTH MANAGEMENT, INC.

Overview

American Wealth Management, Inc. is an independent registered investment advisor founded in 2006 that serves both individual and family clients as well as some institutional relationships. The firm operates as a capital allocator: its advisory model combines portfolio management and financial planning with the selection of outside managers when needed. Fee arrangements include asset-based fees and hourly charges, which supports both ongoing discretionary portfolio management and project-based planning engagements. Investment preferences tilt toward liquid equity exposures and manager selection rather than an exclusively in-house alternative program. The firm does not position itself as an ESG-focused investor. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and sourcing third-party advisers, indicating a hybrid model that blends direct portfolio oversight with outsourced manager relationships.

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