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Advisor

John Lutz Jr.

American Wealth Management · Casper, Wyoming

John Lutz Jr. 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.

Percentage of assetsHourly Fee-only

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Facts

FirmAmerican 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 AZ, CO, NE, SC, TX, WA, WY · CRD 4163091
Exams passedSeries 66 (2000)
Firm size10 employees
Disclosures Reported; see the SEC record
Websiteamericanwealthmanagement.com

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Questions about John

Is John Lutz Jr. a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is John Lutz Jr. based?

John Lutz Jr. is based in Casper, Wyoming.

Is John Lutz Jr. registered with the SEC?

Yes. John Lutz Jr. is registered as an investment adviser representative in AZ, CO, NE, SC, TX, WA and WY (CRD 4163091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

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 John Lutz Jr.?

Through John'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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