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

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.

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.

Certified members receive a premium profile in our member directory, fully indexed by Google. When potential clients look you up online, your profile to be eligible to be displayed. This can build authority and trust, aiding you in your marketing process and boosting conversions.

Certified members receive enhanced profile status, including a lead-capture form for the collection of exclusive leads which are emailed to you within a few moments of the information request.

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.

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.

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.

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 which are working for others in the industry.