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 in Manchester, NH. She holds a Series 65 designation and has nine years of industry experience. Rivard previously worked at Truth of Investing and The Cloutier Group's Estate & Financial Strategies. She is also the owner and practicing attorney of AWP Legal LLC, a law firm in Manchester. American Wealth Protection Financial provides investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million across 159 client relationships, typically using exchange-traded funds and a long-term, tailored approach that combines fundamental, technical, and quantitative analysis.
Michael C
Series 65
Manchester, NH
American Wealth Protection Financial, LLC
Michael Conlon is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and six years of industry experience. He has worked at several firms, including Markowski Investments and Advisorassist LLC, and served in the Hillsborough County Attorney Office. Conlon is also 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 employs a long-term, tailored investment approach using fundamental, technical, and quantitative analysis, and typically constructs portfolios with exchange-traded funds.
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