American Wealth Management
- Regulatory AUM
- $761M
- Discretionary
- $753M
- Clients
- 897
- Avg AUM / client
- $848K
- Accounts
- 897
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 673 | $204M | 26.8% |
| High net worth individuals | 200 | $526M | 69.1% |
| Pension and profit sharing plans | 17 | $17.5M | 2.3% |
| Charitable organizations | 7 | $13.4M | 1.76% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laif Erik Meidell | President, Chief Compliance Officer | Jan 2008 (19y) | 75% or more | |
| Patricia Faye Meidell | Chairman Of The Board | CFP | Jan 2008 (19y) | Less than 5% |
| Heidi Ann Foster | Wealth Advisor And Investment Manager | CFP | Dec 2015 (11y) | Less than 5% |
| Boyong Park | Registered representative | CFP CFA | Nov 2022 (4y) | |
| Dongjoon Lee | Registered representative | CFP CFA | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗