# American Wealth Management
Source: https://planprovider.pro/provider/american-wealth-management

> Founded in 2006, American Wealth Management is an SEC-registered investment advisor headquartered in Reno in northern Nevada’s Truckee Meadows, serving the b…

Retirement Plan Advisor

Reno, NV

## 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/](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

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