Patricia Faye Meidell
Advisor at American Wealth Management — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
53 years
Location
Reno, NV 89511
American Wealth Management
Team
Total advisors
5Clients per advisor
175 Very HighAvg AUM per client
$835,725 TypicalHNW client ratio
23% LowPatricia Meidell is a CFP® professional with over 53 years of experience in the financial industry. She is affiliated with American Wealth Management, where she has worked since 2008, and also has a decade of experience at M.S. Howells Securities, Inc. In addition to her advisory roles, she serves on the board of Artown, an organization that promotes local arts in Northern Nevada. American Wealth Management is a SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily utilizing ETFs and mutual funds to construct portfolios and manage risk through tactical strategies.
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)
Reno, NV
570 Hammill Lane
Reno NV 89511
Advisors at this office
5
Arizona · California · Nevada · Texas
53 years of industry experience
M.S. Howells Securities, Inc.
2016 - Present • 10 years
Scottsdale, AZ
American Wealth Management (American Retirement Planners, Inc.)
2008 - Present • 18 years
Reno, NV
Quail Village II Maintenance Association
1998 - Present • 28 years
Reno, NV
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Real estate agent
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