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AMERICAN WEALTH MANAGEMENT, INC.
CRD 25536File 801-66163
APPROVED
Retail clients
Disclosure events
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$310.0M
Below cohort median (national)
Discretionary AUM
$236.0M
Non-discretionary $74.0M
Clients
565
1,105 accounts
Employees
10
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 30, 2006
- Principal office
- 3480 PRESTON RIDGE ROAD, SUITE 500, ALPHARETTA, GA, 30005
- Phone
- 770-392-8741
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $310.0M
- Discretionary AUM
- $236.0M
- Non-discretionary AUM
- $74.0M
- Discretionary accounts
- 904
- Non-discretionary accounts
- 201
- Total accounts
- 1,105
- AUM per client
- $549K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.4M |
| Charitable organizations | 7 | $1.6M |
| High net worth individuals | 167 | $228.0M |
| Banking or thrift institutions | Fewer than 5 | $16K |
| Individuals (other than high net worth individuals) | 383 | $78.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 650 | 565 | decreased by85 |
| Apr 1, 2026 | AUM | $309,865,000 | $310,016,000 | increased by$151,000 |
| Apr 1, 2026 | Accounts | 1,219 | 1,105 | decreased by114 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 581 | 650 | increased by69 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $284,315,000 | $309,865,000 | increased by$25,550,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,087 | 1,219 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 10 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 860 | 581 | decreased by279 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $340,050,000 | $284,315,000 | decreased by$55,735,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,270 | 1,087 | decreased by183 |
| Apr 1, 2022 | Employees | 19 | 18 | decreased by1 |
| Apr 1, 2022 | Clients | 968 | 860 | decreased by108 |
| Apr 1, 2022 | AUM | $223,639,857 | $340,050,000 | increased by$116,410,143 |
| Apr 1, 2022 | Accounts | 968 | 1,270 | increased by302 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.