A complete list of active advisors currently associated with American Wealth Management, Inc.
Warmer can help you find a great advisor at American Wealth Management, Inc. or one who fits your needs even better.
The firm serves individuals (including high-net-worth clients) as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments, providing asset and portfolio management, financial planning, and both discretionary and non-discretionary investment management. It manages roughly $310 million in client assets across fee-based accounts and works with custodians such as Raymond James and Charles Schwab. AWM employs both tactical and strategic approaches over market cycles, using macro- and microeconomic analysis, fundamental and technical research, charting, and option strategies to align portfolios with client objectives; margin trading and short-term trading may be used when appropriate. The firm sponsors two wrap fee programs through Raymond James and also manages independent advisory accounts at Schwab and Raymond James, and it discloses the use of third-party service providers that incorporate AI/ML while conducting periodic due diligence to address related risks. Distinctive aspects include a May 2023 regulatory settlement concerning prior omissions on Form CRS, after which the firm amended disclosures and implemented enhanced compliance controls, and a recent organizational transition away from broker-dealer activities to operate solely as an SEC-registered investment adviser. Representatives may also be licensed insurance agents who occasionally offer commissionable products (limited to no more than 10% of representative time), and the firm’s role as a wrap program sponsor is less common among peer team firms.
To learn more about the advisors currently working at American Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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