Data / Investment advisers / Georgia / American Wealth Management, Inc.
American Wealth Management, Inc., Alpharetta, GA: $310 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Wealth Management, Inc. is an SEC registered investment adviser with its main office in Alpharetta, Georgia and reports $310 million in regulatory assets under management in its Form ADV filed September 3, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 25536
- SEC file number
- 801-66163
- SEC status
- Approved, effective January 30, 2006
- Main office
- 3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005
- Phone
- (770) 392-8741
- Website
- americanwealthmanagement.com
- Regulatory AUM
- $310,016,000 in the Form ADV filed September 3, 2026
- Discretionary AUM
- $236,016,000
- Non discretionary AUM
- $74,000,000
- Accounts
- 1,105
- Employees
- 10, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 167 | $228 million |
| Individuals (other than high net worth individuals) | 383 | $78 million |
| Corporations or other businesses | 8 | $2.4 million |
| Charitable organizations | 7 | $1.6 million |
| Banking or thrift institutions | Fewer than 5 | $16,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $310 million | March 6, 2026 |
| December 1, 2025 | $309.9 million | October 1, 2025 |
Other advisers in Alpharetta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Science Advisors LLC | Alpharetta | $558.7 million | Not listed | adviserinfo.sec.gov |
| Power Wealth Management | Alpharetta | $429.9 million | Not listed | adviserinfo.sec.gov |
| Adaptive Investments | Alpharetta | $421.4 million | Not listed | adviserinfo.sec.gov |
| Agvictus Capital Management LLC | Alpharetta | $384.7 million | Not listed | adviserinfo.sec.gov |
| MPWM Advisory Solutions LLC | Alpharetta | $326.9 million | Not listed | adviserinfo.sec.gov |
| Tandemgrowth Financial Advisors, LLC | Alpharetta | $297 million | Not listed | adviserinfo.sec.gov |
| Integras Partners, LLC | Alpharetta | $244.8 million | Not listed | adviserinfo.sec.gov |
| Exit Wealth Advisors | Alpharetta | $243.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alpharetta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- American Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.