{"url":"https://nivawealth.com/firms/american-wealth-management-122205","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122205","regulatoryAum":760503793,"crd":"122205","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4739930","suffix":null,"lastName":"FOSTER","firstName":"HEIDI","middleName":"ANN"},{"crd":"6090737","suffix":null,"lastName":"Lee","firstName":"Dongjoon","middleName":null},{"crd":"2627107","suffix":null,"lastName":"MEIDELL","firstName":"LAIF","middleName":"ERIK"},{"crd":"331254","suffix":null,"lastName":"MEIDELL","firstName":"PATRICIA","middleName":"FAYE"},{"crd":"6426829","suffix":null,"lastName":"PARK","firstName":"BOYONG","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-11","regulatoryAum":384310929,"clients":742,"employees":9,"offices":1},{"filedOn":"2021-12-23","regulatoryAum":545578881,"clients":807,"employees":9,"offices":1},{"filedOn":"2023-01-04","regulatoryAum":501408277,"clients":818,"employees":9,"offices":1},{"filedOn":"2024-01-17","regulatoryAum":566319555,"clients":835,"employees":9,"offices":1},{"filedOn":"2025-01-06","regulatoryAum":694306410,"clients":887,"employees":9,"offices":1},{"filedOn":"2026-06-24","regulatoryAum":760503793,"clients":897,"employees":9,"offices":1}],"acquisitions":[{"date":"2016-12-31","datePrecision":"day","name":"Bidart & Ross","crd":"104956","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/104956"}],"secFileNumber":"801-70453","legalName":"American Wealth Management","displayName":"American Wealth Management","slug":"american-wealth-management-122205","website":"https://financialhealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1988","organization":"Nevada corporation","fiscalYearEnd":"September","headquarters":{"street":"570 Hammill Lane","city":"Reno","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89511"},"tradeNames":[],"registration":{"secApproved":"29 July 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12.30.2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=999989","versionId":999989,"submittedOn":"2026-01-05"}]},"custodians":[],"custodyNote":"American Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Laif Meidell","title":"President","crd":"2627107"},{"name":"Greg Culver","title":"Chief Compliance Officer","crd":"1250645"},{"name":"Heidi Foster","title":"Wealth Advisor and Investment Manager","crd":"4739930"},{"name":"Patricia Meidell","title":"Chairman of the Board","crd":"331254"}],"ownership":[{"label":"Laif Meidell","detail":"President in the 75% or more ownership band and a control person, since January 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Nevada","offices":1,"addresses":[{"street":"570 Hammill Lane","city":"Reno","headquarters":true}]}],"brochureServices":["education planning","insurance","philanthropic planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"775-332-7000","stateRegisteredReps":3,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"24 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/122205/PDF/122205.pdf","brochureDate":"5 January 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They include 673 individual clients, 200 high-net-worth individuals, and 17 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Wealth Management offer?","answer":"American Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does American Wealth Management have?","answer":"American Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Wealth Management invest in?","answer":"At the end of its last fiscal year, American Wealth Management’s separately managed accounts held 95% exchange-traded equities, 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Wealth Management?","answer":"American Wealth Management’s direct owner is Laif Meidell (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Wealth Management get paid?","answer":"American Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact American Wealth Management?","answer":"American Wealth Management’s main office is at 570 Hammill Lane, Reno, NV 89511. Its phone number is 775-332-7000. Its website is financialhealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}