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| American Wealth Management Inc
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|
|---|---|
| CRD # | 25536 |
| SEC # | 801-66163 |
| CIK # | |
| AUM | $310.0 M (2026-03-06) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 770-392-8741 |
| Address | 3480 Preston Ridge Road Alpharetta, GA 30005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 383 | 78.0 |
| (b) Individuals (high net worth individuals) | 167 | 228.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,105 | 310.0 |
| By Discretionary | ||
| Discretionary | 904 | 236.0 |
| Non-Discretionary | 201 | 74.0 |
| Total | 1,105 | 310.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 308.4 | |
| Total | 1,105 | 310.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Two Point Capital Management Inc
✚
|
NY | 0.3 |
|
Excel Wealth Management LLC
✚
|
CT | 0.3 |
|
Guardian Investment Management LLC
✚
|
CA | 0.3 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Hudson Advisor Services Inc
✚
|
NY | 0.3 |
|
H C Denison Co
✚
|
WI | 0.3 |
|
NRI Wealth Management LLC
✚
|
CA | 0.3 |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
0.3 | |
|
Windward Private Wealth Management Inc
✚
|
KS | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |