About American Wealth Management
<p>Founded in 2006, American Wealth Management is an SEC-registered investment advisor headquartered in Reno in northern Nevada’s Truckee Meadows, serving the broader Reno–Sparks metro and beyond. The firm reports $1.6B in assets under management (2026).</p> <p>American Wealth Management works with individuals, high net worth individuals, and charitable organizations. Its work spans investment management and financial planning, including estate planning, risk management, and tax planning.</p> <p>For employer plans, the firm offers 3(21) fiduciary services for plan sponsors that want an advisor to provide investment recommendations while the sponsor retains final decision-making authority. One practical differentiator is its mix of retirement-plan support and broader wealth planning under one roof for clients who want both coordinated together.</p> <p>The firm has one confirmed office location in Reno and offers no-cost financial consultations. American Wealth Management has been featured in Barron's, Bloomberg, CNBC, and USA Today.</p> <ul> <li>SEC-registered investment advisor (RIA)</li> <li>3(21) fiduciary plan advisor services for retirement plans</li> <li>Investment management and financial planning</li> <li>Estate planning, tax planning, and risk management support</li> <li><a href="/plan-advisors">Plan advisor</a> services for individuals, families, and organizations</li> </ul>
Website: https://financialhealth.com/
Founded: 2006
Office Locations
- Reno, NV (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.6B