AMERICAN WEALTH MANAGEMENT, INC.
  • AMERICAN WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 01/30/2006
Other registrations (4)
ADV Location ALPHARETTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 310,016,000 43%
of that, discretionary 236,016,000 9%
Number of Employees 10
of those in investment advisory functions 9 -10%
Private Fund GAV* 0
Avg Account Size 280,557 13%
% High Net Worth 29.51% 61%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

340M 291M 243M 194M 146M 97M 49M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary