American Wealth Management, Inc.
● SEC registered since 2006CRD 25536SEC# 801-66163Alpharetta, GA
Reg. AUM
$310M
Employees
10
Accounts
1,105
Location
Alpharetta, GA
American Wealth Management, Inc. assets under management
American Wealth Management, Inc. is an SEC-registered investment adviser based in Alpharetta, GA. The firm has been registered since 2006. It reports $310 million in regulatory assets under management and employs 10 people.
American Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gavin Matthew Borzello | Chief Aml Officer, Chief Compliance Officer, President, Cfo | Over 75% | 2007 |
Frequently asked questions
How much does American Wealth Management, Inc. manage?
American Wealth Management, Inc. reports $310 million in regulatory assets under management on its Form ADV.
How many employees does American Wealth Management, Inc. have?
American Wealth Management, Inc. reports 10 employees.
Where is American Wealth Management, Inc. located?
American Wealth Management, Inc. is based in Alpharetta, GA and has been SEC-registered since 2006.
Does American Wealth Management, Inc. disclose fund performance?
American Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3480 Preston Ridge Road, Suite 500, Alpharetta, GA 30005 |
| Phone | 770-392-8741 |
| Fax | 770-392-8742 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$310M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$310Mregulatory AUM
Discretionary $236MNon-discretionary $74M