American Community Wealth Management, Llc
- Regulatory AUM
- $195M
- Discretionary
- $143M
- Clients
- 469
- Avg AUM / client
- $417K
- Accounts
- 430
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 205 | $40.0M | 20.5% |
| High net worth individuals | 244 | $138M | 70.8% |
| Pension and profit sharing plans | 5 | $6.4M | 3.28% |
| Charitable organizations | 4 | $1.1M | 0.58% |
| Corporations and other businesses | 11 | $9.5M | 4.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ortho Molecular Products, Inc. 401(k) Plan Ortho Molecular Products, Inc. | 2024 | |
| Guardian Electric Manufacturing Company Employees Savings And Retirement Plan Guardian Electric Manufacturing Company | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Francois, Rick, M. | Manager/Evp | Apr 2008 (18y) | Less than 5% | |
| Hartlieb, Andrew, Thomas | Manager | Apr 2008 (18y) | Less than 5% | |
| Kevin Gerard Noonan | Manager | CFP | Apr 2008 (18y) | Less than 5% |
| Thomas Frederick Quinn | Manager/Chief Compliance Officer | CFP | Apr 2008 (18y) | Less than 5% |
| Zanck, Charie, Ann | Ceo/Manager | Apr 2008 (18y) | Less than 5% | |
| Kathleen Ann Dixon | Registered representative | Sep 2016 (10y) | ||
| John Vincent Gillespie | Registered representative | CFA | Feb 2023 (3y) | |
| Kyle Robert Hoskins | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| American Community Bank & Trust | Member | Apr 2008 | A | 75% or more |
| American Community Financial, Inc. | Shareholder | Apr 2001 | B | ≈ 56.25% – 100% via American Community Bank & Trust |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- American Community Financial, Inc.: 75% – 100% of American Community Bank & Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ortho Molecular Products, Inc. 401(k) Plan | Ortho Molecular Products, Inc. | 438 | $35.7M | 01/01/2024 |
| Guardian Electric Manufacturing Company Employees Savings And Retirement Plan | Guardian Electric Manufacturing Company | 168 | $8.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 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
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $195M (100% of AUM) Mar 2026
- National Financial Services (Fidelity) $21.3M (18% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗