AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Overview

American Wealth Protection Financial, LLC is an independent registered investment adviser focused on fee-for-service planning and discretionary portfolio management for individuals, families and small-business clients. The firm positions itself as an equity-first manager: roughly the entire investable base is concentrated in exchange-traded equities, and its stated asset preference is equities rather than fixed income or cash. It provides financial planning alongside portfolio management and works with both private clients and select institutional relationships. The firm does not emphasize ESG strategies and is not structured as a capital allocator; instead it appears to implement portfolios directly through liquid public markets with selective use of third-party alternative managers for specific opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices