DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
American Wealth Management
Latest filing Jun 24, 2026
First filing on the tape Jan 18, 2012 · 33 filings
SEC status approved since Jul 29, 2009
RAUM
$761M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$730M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$152M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$761M as of Jun 24, 2026
Oct 26, 2012$179M then
HNW client RAUM$526M as of Jun 24, 2026
Jan 12, 2018$215M then
State-registered IARs (5.B.3)3 as of Jun 24, 2026
Oct 26, 20120 then
Employees (5.A)9 as of Jun 24, 2026
Nov 19, 201311 then
Private funds: no history
RAUM +9.5% over the last fiscal year+15% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $152MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 175derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $847,830derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 4.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$526M69%
- Individuals$204M27%
- Pension and profit-sharing plans$17.5M2.3%
- Charitable organizations$13.4M1.8%
- Individual clients
- 673reported
- HNW clients
- 200reported
- Pension plan clients
- 17reported
- Charitable clients
- 7reported
- Accounts
- 897reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Patricia Faye MeidellCertified Financial Planner | Reno, Nv | Sep 4, 2008 | 39 y | 5 |
| Laif Erik Meidell | Reno, Nv | Sep 4, 2008 | 31 y | 4 |
| Heidi Ann FosterCertified Financial Planner | Reno, Nv | Jan 13, 2020 | 43 y | 2 |
| Boyong ParkCertified Financial Planner, Chartered Financial Analyst | Reno, Nv | Nov 10, 2022 | 11 y | 0 |
| Dongjoon LeeCertified Financial Planner, Chartered Financial Analyst | Reno, Nv | Apr 13, 2023 | 14 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Sean Babin to Charles Schwab & Co., Inc.Jan 6, 2015 · Other
- Patricia Faye Meidell to Associated Securities Corp.Jul 13, 2004 · Other
- Laif Erik Meidell to Associated Planners Investment Advisory IncDec 31, 2002 · Other
Joined, latest
- Dongjoon Lee from Schultz Financial Group IncorporatedApr 13, 2023 · RIA to RIA
- Heidi Ann Foster from LPL Financial LLCJan 13, 2020 · Other
- Patricia Faye Meidell from Associated Securities Corp.Sep 4, 2008 · Other
- Laif Erik Meidell from Associated Planners Investment Advisory IncMay 12, 2004 · Other
- Patricia Faye Meidell from Associated Planners Investment Advisory IncFeb 6, 1998 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ann Heidi Foster · Wealth Advisor And Investment Managercontrolsince 12/2015 · owns less than 5%
- Erik Laif Meidell · President, Chief Compliance Officercontrolsince 01/2008 · owns 75% or more
- Faye Patricia Meidell · Chairman Of The Boardcontrolsince 01/2008 · owns less than 5%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reno, Nv · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 871 to 897Jan 6, 2025 to Jan 5, 2026
- Charity clients · 6 to 7Jan 6, 2025 to Jan 5, 2026
- HNW clients · 191 to 200Jan 6, 2025 to Jan 5, 2026
- Individual clients · 672 to 673Jan 6, 2025 to Jan 5, 2026
- Pension plan clients · 18 to 17Jan 6, 2025 to Jan 5, 2026
- Discretionary RAUM · $683M to $753MJan 6, 2025 to Jan 5, 2026
- HNW RAUM · $467M to $526MJan 6, 2025 to Jan 5, 2026
- Individual RAUM · $194M to $204MJan 6, 2025 to Jan 5, 2026
- Non-discretionary RAUM · $11.3M to $7.1MJan 6, 2025 to Jan 5, 2026
- Pension RAUM · $20.7M to $17.5MJan 6, 2025 to Jan 5, 2026
- RAUM · $694M to $761MJan 6, 2025 to Jan 5, 2026
- Accounts · 835 to 871Jan 17, 2024 to Jan 6, 2025
- Charity clients · 4 to 6Jan 17, 2024 to Jan 6, 2025
- HNW clients · 149 to 191Jan 17, 2024 to Jan 6, 2025
- Individual clients · 661 to 672Jan 17, 2024 to Jan 6, 2025
- Pension plan clients · 21 to 18Jan 17, 2024 to Jan 6, 2025
- Financial planning clients · 251-500 to 251-500Jan 17, 2024 to Jan 6, 2025
- Discretionary RAUM · $558M to $683MJan 17, 2024 to Jan 6, 2025
- HNW RAUM · $359M to $467MJan 17, 2024 to Jan 6, 2025
- Individual RAUM · $187M to $194MJan 17, 2024 to Jan 6, 2025
- Non-discretionary RAUM · $8.8M to $11.3MJan 17, 2024 to Jan 6, 2025
- Pension RAUM · $18.4M to $20.7MJan 17, 2024 to Jan 6, 2025
- RAUM · $566M to $694MJan 17, 2024 to Jan 6, 2025
- Accounts · 815 to 835Jan 4, 2023 to Jan 3, 2024
- HNW clients · 125 to 149Jan 4, 2023 to Jan 3, 2024
- Individual clients · 665 to 661Jan 4, 2023 to Jan 3, 2024
- Pension plan clients · 24 to 21Jan 4, 2023 to Jan 3, 2024
- Commission compensation · true to falseJan 4, 2023 to Jan 3, 2024
- Discretionary RAUM · $493M to $558MJan 4, 2023 to Jan 3, 2024
- HNW RAUM · $297M to $359MJan 4, 2023 to Jan 3, 2024
- Individual RAUM · $182M to $187MJan 4, 2023 to Jan 3, 2024
- Non-discretionary RAUM · $8.3M to $8.8MJan 4, 2023 to Jan 3, 2024
- Pension RAUM · $20.6M to $18.4MJan 4, 2023 to Jan 3, 2024
- RAUM · $501M to $566MJan 4, 2023 to Jan 3, 2024
- Accounts · 811 to 815Dec 23, 2021 to Jan 4, 2023
- HNW clients · 138 to 125Dec 23, 2021 to Jan 4, 2023
- Individual clients · 647 to 665Dec 23, 2021 to Jan 4, 2023
- Pension plan clients · 18 to 24Dec 23, 2021 to Jan 4, 2023
- Discretionary RAUM · $538M to $493MDec 23, 2021 to Jan 4, 2023
- HNW RAUM · $343M to $297MDec 23, 2021 to Jan 4, 2023
Signals
2 dated events
- American Wealth Management reported RAUM $545.6M, up 42% from $384.3M (2021-02-11 to 2021-12-23)Dec 23, 2021 · RAUM change · derived
- American Wealth Management reported RAUM $365.5M, up 40% from $261.8M (2016-11-28 to 2018-01-12)Jan 12, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 775-332-7000reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 775-332-7010reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- FINANCIALHEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (775) 332-7000reportedpublic record, Form ADV, Jun 24, 2026
- Contact form
- financialhealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $152Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026