Advisor at American Wealth Management
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Firm
American Wealth Management
Location
Reno, NV 89511
Credentials
CFP®, Series 63, Series 65
Industry experience
53 years
Patricia Meidell is a CFP® with over 53 years of experience in the financial industry. She is currently with American Wealth Management and has previously worked at M.S. Howells Securities, Inc. and Foothill Securities, Inc. Outside of her advisory role, she serves on the board of Artown, a nonprofit organization that supports local artists and multidisciplinary arts in Northern Nevada. American Wealth Management is an SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trends, utilizing ETFs and mutual funds to construct portfolios with tactical strategies designed to manage equity exposure during market declines.
Based on American Wealth Management
Based on American Wealth Management
Fixed fees for comprehensive personal financial planning services; details negotiated per engagement
Hourly rates apply for financial planning services after initial plan or as agreed
Account minimum: $300,000 (may be lower in certain circumstances at AWM's discretion)
570 Hammill Lane
Reno, NV 89511
Arizona · California · Nevada · Texas
M.S. Howells Securities, Inc.
2016 - Present (10 years)
Foothill Securities, Inc.
2011 - 2016 (5 years)
American Wealth Management (American Retirement Planners, Inc.)
2008 - Present (18 years)
Quail Village II Maintenance Association
1998 - Present (28 years)
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Real estate agent
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Other specialized services
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Reno, NV
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