Adam
Lutz
American Wealth Management, Inc
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About this Advisor
Adam Lutz is a financial advisor working in Casper, Wyoming. Lutz works at American Wealth Management, Inc. Their career trajectory has included roles at Cross Continent Inc, Lutz Media Productions, Blakeman Vacuum And Sewing and Casper College. Lutz maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Wyoming. American Wealth Management, Inc is a company based in Atlanta, GA. The company has offices in three locations and a total of 15 advisors. It has $300 million in assets under management across its 1,260 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,260 accounts, 25% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the services provided. Fees billed by American Wealth Management, Inc most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Wealth Management, Inc Brokerage Details
$300,050,000
15
1,260
$238,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Lutz Work History
Adam has been registered as a financial advisor for 0 years.*
Cross Continent Inc
Lutz Media Productions
Blakeman Vacuum And Sewing
Casper College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Lutz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Wealth Management, Inc
Atlanta, GA
Palm Harbor, FL
Casper, WY
Casper, WY
Atlanta, GA
Casper, WY
Atlanta, GA
Nashville, TN
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