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Adam Robert Lutz

American Wealth Management, Inc.

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About Adam Robert Lutz

Adam Lutz is an Investment Advisor Representative at American Wealth Management, Inc. Adam is registered with the state of Wyoming. Adam has a Series 65 license. Adam has over 15 years of experience in the financial industry. Adam is also the owner of Lutz Media Productions, a media production company, and has been in this business since 2019. American Wealth Management, Inc. is a firm that provides financial services to individuals and families. The firm has a total of 217,518,379 in assets under management.

Firm Information

Adam Lutz is currently registered with American Wealth Management, Inc.. American Wealth Management, Inc. is a corporation formed in November 1989 and based in Alpharetta, Georgia. They provide investment advisory services to individuals and other investment advisors. The firm manages over $217 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth individuals. They are registered with the SEC and in 36 states.
American Wealth Management, Inc.

3480 PRESTON RIDGE ROAD

ALPHARETTA, GA 30005

$217.52M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Lutz’s Registration & Firm History

WY

01/16/2023 - Present

American Wealth Management, Inc. (Casper WY)

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Licenses & Designations

IA

Issued 01/14/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Robert Lutz.
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