Alex James Lutz

American Wealth Management, INC.

3 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

American Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

581 clients

Average Client Portfolio

$489K average

Assets Under Management

$284.3M

Fee Structure

Minimum Investment:$100K

Location

118 E 9th St, Casper, WY, 82601

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

American Wealth Management, INC.

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Oppenheimerfunds Distributor, INC.Broker

August 2016 - February 2017 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.