American Wealth Protection Financial, LLC

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Client assets under management

$69,938,236

Clients

159

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$439,863

About

American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting to individuals, personal trusts and estates, 501(c)(3) nonprofits, corporations, and other investment advisers. The New Hampshire–registered firm manages roughly $70 million for about 159 client relationships and offers both discretionary and non-discretionary portfolio management, typically constructing portfolios using exchange-traded funds.

The firm generally follows a long-term, tailored approach that draws on fundamental, technical, and quantitative analysis to establish asset allocation and construct portfolios, with formal reviews at least annually. While focused on longer-term holdings, the adviser may rebalance, harvest gains or losses, and employ hedging tools — including cash positions and inverse strategies — when appropriate to meet client objectives or respond to market conditions.

A distinctive feature is the firm’s affiliation with an operating law practice: several principals are licensed attorneys who own and work in an affiliated law firm, and the brochure discloses that legal and insurance activities are separate businesses with separate compensation, creating potential conflicts of interest that are described in the disclosure documents. The firm also notes licensed insurance agents on staff and an institutional custody relationship that may provide platform services and support, and it leaves proxy voting to clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Retirement income strategy Annuities

Occupation focus

Attorney

Fee options

Fixed

Up to $100,000 fixed fee for financial planning and consulting services

Percentage

$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Account minimum: $250,000 (may be reduced at sole discretion of Advisor)

Main office location

American Wealth Protection Financial, LLC

1000 Elm Street, Suite 800

Manchester NH 03101, United States

Number of offices

Most active in

New Hampshire

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 603-552-5244

Advisors at this firm

Jenny R

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Truth of Investing since 2018 and previously at The Cloutier Group's Estate & Financial Strategies from 2016 to 2018. In addition to her advisory role, Rivard is the owner and attorney at AWP Legal LLC, a law firm based in Manchester, NH. American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting services to individuals, personal trusts and estates, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored investment approach using exchange-traded funds, combining fundamental, technical, and quantitative analysis to construct portfolios.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney

Michael C

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Michael Conlon is a financial advisor at American Wealth Protection Financial, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Markowski Investments, Hillsborough County Attorney Office, Winthrop Bentley Capital LLC, and Advisorassist LLC. In addition to his advisory role, he is a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored approach to portfolio construction, utilizing fundamental, technical, and quantitative analysis.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney

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