Alex James Lutz
Investment adviser representative at American Wealth Management, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- American Wealth Management, Inc.Oct 2022 to now
- North Platte Physical TherapyFeb 2022 to Oct 2022
- Planet FitnessJan 2020 to Feb 2022
- Kay JewelersAug 2019 to Feb 2020
- Hilltop National BankOct 2017 to Aug 2019
- Wyoming Ale WorksJun 2017 to Jul 2017
- Olive GardenApr 2017 to Jun 2017
- UniversityJan 2012 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 6667189
- Firm CRD
- 25536