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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AMERICAN WEALTH MANAGEMENT

CRD 122205

RENO, NV

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Search this name across graphsid dfx:ria:b1b89dbd-eb98-dbf9-c3d0-34c417735c12

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Jan 18, 2012 to Jun 24, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $761MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $753M
Private client RAUM: $730MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 897
Individual clients: 673
High net worth clients: 200
SEC number: 801-70453
CRD: 122205
Filings on the tape: 33
First filed: Jan 18, 2012
Latest filed: Jun 24, 2026
Organised: Corporation, NV
Website: financialhealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAIF ERIK MEIDELL	n/a	RENO, NV	18	31	4	yes
PATRICIA FAYE MEIDELL	Certified Financial Planner	RENO, NV	18	39	5	yes
HEIDI ANN FOSTER	Certified Financial Planner	RENO, NV	6	43	2	yes
BOYONG PARK	Certified Financial Planner\|Chartered Financial Analyst	Reno, NV	3	11	n/a	yes
Dongjoon Lee	Certified Financial Planner\|Chartered Financial Analyst	RENO, NV	3	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOSTER, HEIDI, ANN	WEALTH ADVISOR AND INVESTMENT MANAGER	Na	yes	12/2015	Jan 4, 2016	Jan 17, 2024
MEIDELL, LAIF, ERIK	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	01/2008	Jan 18, 2012	Jan 17, 2024
MEIDELL, PATRICIA, FAYE	CHAIRMAN OF THE BOARD	Na	yes	01/2008	Jan 18, 2012	Jan 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 5, 2026	$761M	$753M	9	5	0	n/a	n/a
2024	Jan 6, 2025	$694M	$683M	9	5	0	n/a	n/a
2023	Jan 3, 2024	$566M	$558M	9	5	0	n/a	n/a
2022	Jan 4, 2023	$501M	$493M	9	5	0	n/a	n/a
2021	Dec 23, 2021	$546M	$538M	9	5	0	n/a	n/a
2020	Jan 4, 2021	$384M	$378M	9	5	0	n/a	n/a
2019	Jan 9, 2020	$326M	$319M	9	5	0	n/a	n/a
2018	Jan 3, 2019	$328M	$328M	9	5	0	n/a	n/a
2017	Jan 12, 2018	$366M	$366M	9	5	0	n/a	n/a
2016	Nov 28, 2016	$262M	$262M	11	5	n/a	n/a	n/a
2015	Jan 4, 2016	$242M	$242M	11	5	n/a	n/a	n/a
2014	Nov 10, 2014	$239M	$239M	11	4	n/a	n/a	n/a
2013	Nov 19, 2013	$227M	$227M	11	4	n/a	n/a	n/a
2012	Oct 26, 2012	$179M	$179M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$761M	$694M	9.5%	$501M	14.9%	9	9	0	0

Relationships

Registered with (6)

← Dongjoon LeeAdvisorregistration: current employment
Apr 13, 2023 to presentfactForm ADV
← BOYONG PARKAdvisorregistration: current employment
Nov 10, 2022 to presentfactForm ADV
← HEIDI ANN FOSTERAdvisorregistration: current employment
Jan 13, 2020 to presentfactForm ADV
← LAIF ERIK MEIDELLAdvisorregistration: previous registration
May 12, 2004 to Jul 13, 2004factForm ADV
← PATRICIA FAYE MEIDELLAdvisorregistration: previous registration
May 12, 2004 to Jul 13, 2004factForm ADV
← Sean BabinAdvisorregistration: previous registration
Feb 12, 2014 to Jan 6, 2015factForm ADV

Affiliated with (1)

← FOOTHILL SECURITIES, INC.Registered adviserother investment adviser
factForm ADV

Controls (3)

← MEIDELL, LAIF, ERIKOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 18, 2012 to Jan 17, 2024factForm ADV
← MEIDELL, PATRICIA, FAYEOwnerCHAIRMAN OF THE BOARD, ownership code NA, individual
Jan 18, 2012 to Jan 17, 2024factForm ADV
← FOSTER, HEIDI, ANNOwnerWEALTH ADVISOR AND INVESTMENT MANAGER, ownership code NA, individual
Jan 4, 2016 to Jan 17, 2024factForm ADV

Dated events

Occurred
Dec 23, 2021
Regulatory AUM changed
American Wealth Management reported RAUM $545.6M, up 42% from $384.3M (2021-02-11 to 2021-12-23)
Form ADVobserved 4 days ago
$161M
Occurred
Jan 12, 2018
Regulatory AUM changed
American Wealth Management reported RAUM $365.5M, up 40% from $261.8M (2016-11-28 to 2018-01-12)
Form ADVobserved 4 days ago
$104M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1b89dbd-eb98-dbf9-c3d0-34c417735c12
First observed: Jan 18, 2012
Last observed: Jun 24, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN WEALTH MANAGEMENT

CRD 122205

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1b89dbd-eb98-dbf9-c3d0-34c417735c12

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAIF ERIK MEIDELL

n/a

RENO, NV

yes

PATRICIA FAYE MEIDELL

Certified Financial Planner

RENO, NV

yes

HEIDI ANN FOSTER

Certified Financial Planner

RENO, NV

yes

BOYONG PARK

Certified Financial Planner|Chartered Financial Analyst

Reno, NV

n/a

yes

Dongjoon Lee

Certified Financial Planner|Chartered Financial Analyst

RENO, NV

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOSTER, HEIDI, ANN

WEALTH ADVISOR AND INVESTMENT MANAGER

yes

12/2015

Jan 4, 2016

Jan 17, 2024

MEIDELL, LAIF, ERIK

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

01/2008

Jan 18, 2012

Jan 17, 2024

MEIDELL, PATRICIA, FAYE

CHAIRMAN OF THE BOARD

yes

01/2008

Jan 18, 2012

Jan 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 5, 2026

$761M

$753M

n/a

2024

Jan 6, 2025

$694M

$683M

n/a

2023

Jan 3, 2024

$566M

$558M

n/a

2022

Jan 4, 2023

$501M

$493M

n/a

2021

Dec 23, 2021

$546M

$538M

n/a

2020

Jan 4, 2021

$384M

$378M

n/a

2019

Jan 9, 2020

$326M

$319M

n/a

2018

Jan 3, 2019

$328M

n/a

2017

Jan 12, 2018

$366M

n/a

2016

Nov 28, 2016

$262M

n/a

2015

Jan 4, 2016

$242M

n/a

2014

Nov 10, 2014

$239M

n/a

2013

Nov 19, 2013

$227M

n/a

2012

Oct 26, 2012

$179M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$761M

$694M

9.5%

$501M

14.9%