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AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

CRYSTAL LAKE, IL · CRD 147376 · IAPD ↗ · 815-479-9024

$195.4MRegulatory AUM
4Advisory reps
5Employees
47Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC reported RAUM up 69% ($115.9M -> $195.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC (CRYSTAL LAKE, IL) is newly SEC-registered with $115.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.