American Wealth Management, Inc.

American Wealth Management, Inc. is an SEC‑registered advisory firm with a team of ten advisors that manages roughly $310 million for individuals (including high‑net‑worth clients), retirement plans, and institutional accounts. The firm provides asset and portfolio management, financial planning, and both discretionary and non‑discretionary advisory services across multiple custodial platforms.

AWM’s investment process draws on micro‑ and macroeconomic analysis, fundamental and technical research, and employs strategies ranging from long‑term buy‑and‑hold to shorter‑term trading, margin use, and options when appropriate; accounts are monitored periodically and rebalanced in line with client objectives. The firm operates an adviser‑only model and sponsors two wrap fee programs through its clearing firm while also managing independent advisory accounts custodied at major custodians.

Notable features in the brochure include a May 2023 FINRA settlement related to prior Form CRS disclosure omissions, after which the firm amended disclosures and implemented enhanced compliance controls. In addition to that regulatory remediation, AWM’s recent governance change to sole ownership (March 2025) and its role as a wrap fee program sponsor are uncommon characteristics among comparable team firms.