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| American Wealth Advisors LLC
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| CRD # | 145791 |
| SEC # | 801-135951 |
| CIK # | 0002095589 |
| AUM | 120.2 M (2026-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-814-7236 |
| Address | 10475 Medlock Bridge Road Johns Creek, GA 30097 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/23/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.
A. Fees for Advisory Services
Wealth Management Services
Investment advisory fees are paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the
investment advisory agreement. Investment advisory fees are based on the market value of assets under
management at the end of the calendar quarterly. Investment advisory fees are based on the following schedule:
Assets Under Management ($) Annual Rate (%)
Up to $100,000 1.50%
$100,000 to $999,999 1.25%
$1,000,000 to 2,999,999 1.10%
$3,000,000 and above 1.00%
The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by
AWA will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s
valuation to ensure accurate billing.
The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
shall not receive any portion of these commissions, fees, and costs.
Financial Planning Services
AWA offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are set at
$500 per hour. Fixed fees range from $500 to $3,000 Fees may be negotiable based on the nature and complexity of
the services to be provided and the overall relationship with the Advisor. An estimate for total hours and/or total costs
will be provided to the Client prior to engaging for these services.
B. Fee Billing
Wealth Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the
Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from
the Client’s account[s] at the respective quarter end date. The amount due is calculated by applying the quarterly rate
(annual rate divided by 4) to the total assets under management with AWA at the end each quarter. Clients will be
provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee.
Clients are urged to also review and compare the statement provided by the Advisor to the brokerage statement from
the Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting
American Wealth Advisors, LLC
10475 Medlock Bridge Road
Ivy Falls Bld., Building 100, Suite 18, Johns Creek, GA 30097
Phone: 770-814-7236 * Fax: 404-393-9784
https://www.americanwealthadvisors.com/
advisory fees to be deducted by AWA to be paid directly from their account[s] held by the Custodian as part of the
investment advisory agreement and separate account forms provided by the Custodian.
Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s].
C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than AWA, in connection with investments
made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees
charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge securities
transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms and
conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for mutual funds
and other types of investments. The fees charged by AWA are separate and distinct from these custody and
execution fees.
In addition, all fees paid to AWA for wealth management services are separate and distinct from the expenses
charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in
each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds,
other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible
distribution fee. A Client may be able to invest in these products directly, without the services of AWA, but would
not receive the services provided by AWA which are designed, among other things, to assist the Client in
determining which products or services are most appropriate for each Client’s financial situation and objectives.
Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by AWA to fully
understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information.
D. Advance Payment of Fees and Termination
Wealth Management Services
AWA may be compensated for its services at the end of the quarter after services are rendered. Either party may
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/23/2026) [Brochure] |
|---|
Item 7 – Types of Clients AWA offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. AWA generally does not impose a minimum relationship size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TJX Companies Inc /DE/ | 0.6 | ||
| Cisco Systems Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 14.8 |
| (b) Individuals (high net worth individuals) | 44 | 102.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 120.2 |
| By Discretionary | ||
| Discretionary | 321 | 120.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 321 | 120.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.2 | |
| Total | 321 | 120.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095589] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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|
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|
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|
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|
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|
Goldman Wealth Management & Associates LLC
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|
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