American Wealth Management

Overview

American Wealth Management is an SEC registered investment adviser based in Reno, NV, registered since 2009. It reports $761M in assets under management across 897 accounts, with 9 employees. It has 5 investment adviser representatives.

Reported AUM

$761M

Discretionary

99%

Accounts

897

Average account

$848K

Employees

9

Advisory reps

5

Registered since

2009

Jurisdictions

10

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Laif Erik Meidell President CRD 2627107
• Patricia Faye Meidell Chairman CRD 331254
• Greg H Culver Chief Compliance Officer CRD 1250645

1 more executive officer, with direct contact details

Advisory reps 3 of 5

• Heidi Ann Foster Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4739930
• Dongjoon Lee Investment Adviser Rep CRD 6090737
• Laif E Meidell Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2627107

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

570 Hammill Ln
Reno, NV 89511

County

Washoe

Metro area

Reno, NV

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: financialhealth.com

Every state, with registration dates

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