CRD: 317233
American Wealth Protection Financial, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
About American Wealth Protection Financial, LLC
American Wealth Protection Financial is a Manchester, NH advisory firm providing holistic financial planning, including tax/estate and long-term care planning, plus portfolio reviews and account audits. The team uses a structured three-meeting process and emphasizes risk-tolerance-based implementation with real-time insights. Public filings indicate portfolios are primarily ETF-based and custody includes Charles Schwab.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Patrick William Rivard
Chief Compliance Officer, Chief Legal Officer, Director, Owner
- CRD
- --
- Ownership
- 75% or more
Jenny Lynn Rivard
Financial Advisor
- CRD
- #6739717
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael David Conlon
--
- CRD
- #6869148
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,182,538 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,182,538 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,182,538
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,909,051,284 | 37.4% |
| Cash | $1,939,677,775 | 38.0% |
| Equity - OTC | $1,255,686,139 | 24.6% |
| Total | $5,104,415,198 | 100.0% |