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AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376 · SEC 801-132912
381 S. MAIN STREET, CRYSTAL LAKE, IL, 60014, United States
Phone
815-479-9024
Fax
815-479-9032
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.4M
Discretionary AUM
$143.5M
Team
5 total employees; 4 advisory reps; 47 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $40.0M |
| High net worth individuals | 244 | $138.4M |
| Pension/profit sharing plans | 5 | $6.4M |
| Charitable organizations | 4 | $1.1M |
| Corporations/business entities | 11 | $9.5M |
States served
IL, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD