American Wealth Management, Inc.
Registered investment adviser · Alpharetta, GA · CRD #25536
Form ADV data as of 2026-09-01Regulatory assets
$310.0 million
Total accounts
1,105
Employees
10
Disclosure events
1
Firm details
- Website: http://americanwealthmanagement.com
- Telephone: 770-392-8741
- SEC file number: 801-66163
- Most recent Form ADV filing: 2026-03-06
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- A self-regulatory organization found a violation of its rules
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $236.0 million |
| Non-discretionary regulatory assets under management | $74.0 million |
| Total regulatory assets under management | $310.0 million |
| Discretionary accounts | 904 |
| Non-discretionary accounts | 201 |
| Total accounts | 1,105 |
| Regulatory assets under management attributable to non-U.S. persons | $1.6 million |
People
| Total employees (excluding clerical) | 10 |
| Employees performing investment advisory functions (including research) | 9 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 9 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 4 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 383 | $78.0 million |
| High net worth individuals | 167 | $228.0 million |
| Banking or thrift institutions | Not reported | $16,000 |
| Charitable organizations | 7 | $1.6 million |
| Corporations or other businesses not listed above | 8 | $2.4 million |