American Wealth Management, Inc.
American Wealth Management, Inc. is an SEC-registered mass-market adviser in Alpharetta, GA with $310.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns American Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 25536, SEC 801-66163, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $310.0M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Alpharetta, GA
- Employees
- 10
- Clients
- 565
- CRD
- 25536
- Ownership
- BORZELLO, JEROME AUGUST; BORZELLO, GAVIN MATTHEW; BORZELLO, GAVIN, MATTHEW
How much AUM does American Wealth Management, Inc. have?
American Wealth Management, Inc. reported $310.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns American Wealth Management, Inc.?
Disclosed owners and executives of American Wealth Management, Inc. include BORZELLO, JEROME AUGUST, BORZELLO, GAVIN MATTHEW, BORZELLO, GAVIN, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.