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AMERICAN WEALTH MANAGEMENT, INC.
CRD 25536File 801-66163
APPROVED
Retail clients
Disclosure events
Filing as of Mar 6, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.