John Franklyn Lutz jr.
Investment adviser representative at American Wealth Management, Inc.
17 yearsExperience
7 statesRegistered in
$310MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- American Wealth Management, Inc.Dec 2011 to now
- Yellowstone Partners, LLC.Oct 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 7 states (AZ, CO, NE, SC, TX, WA, WY).
American Wealth Management, Inc.
$310MAssets managed
565Clients
9Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4163091
- Firm CRD
- 25536