Alex Lutz
American Wealth Management · Casper, Wyoming
Alex Lutz is a fee-only financial advisor at American Wealth Management in Casper, Wyoming. American Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | American Wealth Management |
|---|---|
| Based in | Casper, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $310.0M across 1,105 accounts |
| SEC registration | Investment adviser representative in WY · CRD 6667189 |
| Exams passed | Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | americanwealthmanagement.com |
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Questions about Alex
Is Alex Lutz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and American Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alex Lutz based?
Alex Lutz is based in Casper, Wyoming.
Is Alex Lutz registered with the SEC?
Yes. Alex Lutz is registered as an investment adviser representative in WY (CRD 6667189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Wealth Management manage?
American Wealth Management reports $310.0M across 1,105 accounts in assets under management.
How do I contact Alex Lutz?
Through Alex's website, americanwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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