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AMERICAN WEALTH MANAGEMENT, INC.
CRD 25536 · SEC 801-66163
3480 PRESTON RIDGE ROAD, SUITE 500, ALPHARETTA, GA, 30005, United States
Phone
770-392-8741
Fax
770-392-8742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.0M
Discretionary AUM
$236.0M
Team
10 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 383 | $78.0M |
| High net worth individuals | 167 | $228.0M |
| Charitable organizations | 7 | $1.6M |
| Corporations/business entities | 8 | $2.4M |
States served
AL, AZ, CO, GA, LA, NE, NC, SC, TN, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD