RIA IntelAdvisersNew HampshireAMERICAN WEALTH PROTECTION FINANCIAL, LLC

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Advisory

MANCHESTER, NH

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in NH
#125
of 141 advisers by AUM
Average account
$256K
across 274 accounts
AUM per adviser
$35M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$70M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$70M
Discretionary AUM$70M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients160
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureOther (specify)
Fiscal Year EndDecember
Operates InNH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

WORLD MARKET ADVISORS, LLC
$73M
MIKE BONACORSI LLC
AMHERST, NH
$73M
ODIORNE POINT ASSET MANAGEMENT, LLC
PORTSMOUTH, NH
$66M
MOSES AND GAGNE FINANCIAL, INC.
CONCORD, NH
$75M
NASHUA CAPITAL MANAGEMENT LLC
NASHUA, NH
$65M
NORTHSTAR CAPITAL ADVISORS, INC.
DERRY, NH
$65M
-8.0% 1Y

Get the full picture on AMERICAN WEALTH PROTECTION FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AMERICAN WEALTH PROTECTION FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans