American Wealth Advisors LLC

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Assets, Funds, Holdings

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American Wealth Advisors LLC
CRD #145791
SEC #801-135951
CIK #0002095589
AUM $120.2 M (2026-03-24)
Employees 3 (67% Investors, 0% Brokers)
Phone770-814-7236
Address10475 Medlock Bridge Road
Johns Creek, GA 30097
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
13010478522602010201520212027
Sector Form 13F Holdings Value ($M)
TJX Companies Inc /DE/ 0.6
Cisco Systems Inc 0.5
Apple Inc 0.5
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1108866442202023202420252027
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($B)
Advanced Planning Advisors Group Inc
IL 0.1
Fullerton Advisors LLC
CA 0.1
Dachtler Wealth Advisors LLC
CA 0.1
Goldberg Financial Advisors LLC
CA 0.1
Davivienda Investment Advisor USA LLC
FL 0.1
Summit Wealth Management LLC
OH 0.1
Glazer Capital Management LLC
TX 0.1
Pinetree Advisors Corp
FL 0.1
K2 Wealth Management LLC
IL 0.1
Goldman Wealth Management & Associates LLC
CA 0.1
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