Updated October 02, 2023
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American Wealth Management

Investment Advisor Firm
Total assets under management$501M
Years in business36+

About American Wealth Management

American Wealth Management, located in Reno, is where financial health meets life aspirations. Their philosophy is simple: life isn't just about money; it's about what you do with it. The dedicated advisors at American Wealth Management work tirelessly to strengthen your financial well-being, empowering you to pursue the experiences that truly matter.

Their approach centers on a four-step process for financial health: goal identification, plan development, strategy selection, and transparent communication. By understanding your unique aspirations and values, they craft a customized strategy that aligns with your lifelong goals.

American Wealth Management offers comprehensive financial health services in four crucial areas: investment management, estate planning, risk management, and tax planning. They collaborate with specialists for estate planning and tax matters to ensure a holistic approach.

Founded in 1988, their journey is grounded in a profound understanding of both finance and people. Patricia Meidell, the founder, combines nearly 40 years of financial expertise with a background in education and counseling. Her story, alongside her son Laif's, exemplifies their commitment to helping clients achieve financial success.

With over 175 years of combined experience among their advisors, American Wealth Management is your partner in turning aspirations into reality.

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Monthly Fee
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Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Estate Planning
  4. Risk Management
  5. Tax Planning

More about American Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1222055

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