Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $5,000

AWM is compensated for advisory services on a fee basis based on the total value of assets under management. The basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable depending on the scope and complexity of the client's circumstances. Financial planning fees range from $500 to $5000, determined by the complexity of the plan. AWM generally has a minimum account size of $100,000, but this can be negotiated.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

118 E 9th St, Casper, WY, 82601

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
American Wealth Management, INC.
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
August 2016 - February 2017 · 6 mos
State Registrations1 state
WY
Advisor
Exams
No exam information available for this advisor.