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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- VertexValue
- Established Date
- 02-06-1998
- Office Locations
- 1
Office Locations
About American Wealth Management
American Wealth Management is a Reno, NV wealth advisory firm focused on high-net-worth clients. The team provides comprehensive financial planning and investment management, integrating risk management and coordinating tax and estate planning with specialists chosen by the client. Portfolios emphasize ETF-based implementation and disciplined asset allocation, with a goals-first process and transparent communication.
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Owner & Executives
LAIF ERIK MEIDELL
President, Registered Representative
- CRD
- #2627107
- Ownership
- 75% or more
GREG H CULVER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Vital harbor
Zenith timber
- CRD
- #21525
- Ownership
- 14.6%
Showing 2 of 4 owners & executives
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Dongjoon Lee
Director of Financial Planning
- CRD
- #6090737
BOYONG PARK
Wealth Advisor
- CRD
- #6426829
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $753,374,180 | $845,538 |
| Non-Discretionary | $7,129,613 | $1,188,269 |
| Total | $760,503,793 | $847,830 |
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Separately Managed Accounts
Total SMA Asset: $760,503,793
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,160,328,677 | 40.4% |
| Cash | $743,874,077 | 25.9% |
| Municipal Bonds | $967,897,931 | 33.7% |
| Total | $2,872,100,685 | 100.0% |