John
Lutz Jr.

American Wealth Management, Inc

CRD#4163091
Investment Advisor
in Casper, WY

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About this Advisor

John Lutz Jr. is a financial advisor based in Casper, Wyoming, working with American Wealth Management, Inc. John has previously held a position at Yellowstone Partners, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, South Carolina, Texas, Washington, and Wyoming. Currently, John is part of American Wealth Management, Inc, which operates out of Casper, Wyoming. The firm has 3 offices and 10 employees. The firm manages assets totaling $217.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at American Wealth Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

118 E. 9Th St.
Casper, WY 82601

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American Wealth Management, Inc Brokerage Details

Total Assets Under Management

$217,518,379

WY Average: $3,570,121,308
Total Number of Employees

10

WY Average: 58
Total Number of Accounts

873

WY Average: 1,608
Average Account Size

$249,162

WY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Lutz Jr. Work History

2009 - Present (15 years)

Yellowstone Partners, LLC

Disclosures

Please visit the SEC profile of John Lutz Jr. 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

Kurt Grimmer
Atlanta, GA
Adam Lutz
Casper, WY
Alex Lutz
Casper, WY
John Lutz Jr.
Casper, WY
Stephen Rowley
Nashville, TN
Lee Hollingsworth
Atlanta, GA
Michael Stryczny
Palm Harbor, FL
Gavin Borzello
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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