American Wealth Protection Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,938,236
Clients
159
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
Up to $100,000 fixed fee for financial planning and consulting services
$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
Up to $400 per hour for financial planning and consulting services
Account minimum: $250,000 (may be reduced at sole discretion of Advisor)
Main office
1000 Elm St, Ste 800
Manchester NH 03101
Advisors at this office
2
Most active in
New Hampshire
Also doing business as
American Wealth Protection Financial, LLC · Awp Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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.
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