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John Franklyn Lutz jr.

American Wealth Management, Inc.

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About John Franklyn Lutz jr.

John Franklyn Lutz jr. is a financial advisor with over 20 years of experience. Currently, John works with American Wealth Management, Inc. John has a strong background in investments and financial planning. John has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. John has been registered with the state of Wyoming since 2017.

Firm Information

John Lutz jr. 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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John Lutz jr.’s Registration & Firm History

WY

07/07/2017 - Present

American Wealth Management, Inc. (CASPER WY)

WY

01/03/2002 - 10/06/2009

WELLS FARGO INVESTMENTS, LLC (CASPER WY)

NY

07/07/2000 - 11/28/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Franklyn Lutz jr..
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