Free, for a Limited Time

Become a Member and Align yourself with the Wealth Management Community...

Choose between
Certified Associate or Professional...

Without Designation

Certified Associate

For people who wish to align themselves with the wealth management community and who do not hold professional accreditation or designation. See Certified Associate Benefits.

With Professional Designation

Certified Professional

For accredited individuals with professional designation. Enhance credibility and practice-growth initiatives. See Certified Professional Benefits.

  • Wealth Managers & Advisors
  • Financial Planners
  • PWM pros
  • Trust managers
  • Family office managers
  • Fund Managers
  • Investment Consultants
  • Stock Brokers
  • Money Managers
  • Pension Managers
  • Fund Trustees
  • Asset Managers

Membership Benefits...

Seal Of Professionalism

Display the Certified Trust Seal on your website and social media so your clients know you are a trusted member of the wealth management community. The Seal indicates you adhere to high standards of ethics and excellence in marketing.

Personalized Certificate

Digital Certificate

Display your status as an industry professional with your personalized, digital certificate from the American Wealth Management Association.

When you become a Certified Member, clicking your Trust Seal opens a digital version of your personalized certificate.

Directory Listing

Certified members receive a premium listing in our member directory. The directory is available to HNW investors and other industry professionals. Premium members receive enhanced listing status, including lead-capture form for exclusive leads.

Grow Your Professional Network

Network with fellow wealth management professionals all over the country through our private LinkedIn Group. Gain access to industry insights, legislation updates and career opportunities.

Inquiry Leads

Investor inquiries made on the AWMA site are distributed to certified members who are located in the same city as the investor.

Inquires made through the directory are distributed only to the certified member whose profile was inquired on.

White Paper Knowledge Base

Access the American Wealth Management Association white paper knowledge base filled with contributions on legislation updates, best practices and graduate level research from industry leaders.

Practice Growth Report

The Practice Growth Report is a professional development resource for investor-marketers. This exclusive, members-only report is an indispensable guide to using the latest technologies and tactics to attract and convert more clients, including case studies and reviews on marketing tools that other investor-marketers are using to grow their businesses.

ambitious wealth managers

See how Membership can help you Grow

Choose your Free Plan

Without Designation

Certified Associate

For people who wish to align themselves with the wealth management community and who do not hold professional accreditation or designation.
See Certified Associate Benefits.

With Professional Designation

Certified Professional

For accredited individuals with professional designation. Enhance credibility and practice-growth initiatives.
See Certified Professional Benefits.

Free Membership Available for a Limited Time!