American Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 6, 2026, reports $310M in regulatory assets under management, 10 employees, 1 office, and 1,105 accounts.
Assets Under Management
$310M
Employees
10
Offices
1 office
Total Clients
565
Primary office
ALPHARETTA, GA
3480 PRESTON RIDGE ROAD, SUITE 500, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
383
2
HNWI
29.6%
167
3
Corporations
1.4%
8
4
Charitable
1.2%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 6, 2026
Discretionary76.1%
$236M
76% of total RAUM76.1%
Non-discretionary23.9%
$74M
24% of total RAUM23.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$310M
Total Accounts1,105
10Y AUM Change+$167M (+117.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee57:1
10Y Employee Change-11 (-52.4%)
* 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.