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American Wealth Management, Inc.

● SEC registered since 2006CRD 25536SEC# 801-66163Alpharetta, GA
Export (members)
Reg. AUM
$284.3M
Employees
10
Accounts
1,087
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 $284.3 million in regulatory assets under management and employs 10 people.
americanwealthmanagement.comView on SEC.gov ↗

American Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gavin Matthew BorzelloChief Aml Officer, Chief Compliance Officer, President, CfoOver 75%2007

Frequently asked questions

How much does American Wealth Management, Inc. manage?

American Wealth Management, Inc. reports $284.3 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

Address3480 Preston Ridge Road, Suite 500, Alpharetta, GA 30005
Phone770-392-8741
Fax770-392-8742
Office hours9a.m. To 4p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$248.6M
Non-discretionary$35.7M
Total (RAUM)$284.3M