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| Happy Holidays!! thanks for using AUM13F!! |
| American Wealth Management Inc
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| CRD # | 25536 |
| SEC # | 801-66163 |
| CIK # | |
| AUM | $284.3 M (2025-03-31) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 770-392-8740 |
| Address | 3480 Preston Ridge Road Alpharetta, GA 30005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 78.7 |
| (b) Individuals (high net worth individuals) | 104 | 205.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,087 | 284.3 |
| By Discretionary | ||
| Discretionary | 794 | 248.6 |
| Non-Discretionary | 293 | 35.7 |
| Total | 1,087 | 284.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.3 | |
| Total | 1,087 | 284.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hewell Financial Group Inc
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|
0.3 | |
|
Leigh Baldwin & Co LLC
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|
NY | 0.3 |
|
Bernzott Capital Advisors
✚
|
CA | 0.3 |
|
Aragon Capital LLC
✚
|
FL | 0.3 |
|
Core Financial Partners Inc
✚
|
CA | 0.3 |
|
Carswell Investments LLC
✚
|
NY | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |
|
Wealth Analytics Partners LLC
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|
CA | 0.3 |