Firm profile

American Wealth Advisors, LLC

JOHNS CREEK, GACRD 145791Registration Status: ApprovedEffective since April 24, 2026Latest ADV July 23, 2026

American Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johns Creek, GA. Its latest Form ADV filing, dated July 23, 2026, reports $120M in regulatory assets under management, 3 employees, 1 office, and 321 accounts.

Assets Under Management
$120M
Employees
3
Offices
1 office
Total Clients
109
Primary office
JOHNS CREEK, GA
10475 MEDLOCK BRIDGE ROAD, IVY FALLS BLD 100 ST 18, JOHNS CREEK, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODarrell S. Roberts
CIODarrell S. Roberts

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
65
2
HNWI
40.4%
44
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of July 23, 2026
Discretionary100.0%
$120M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$120M
Total Accounts321
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee36:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.