American Global Wealth Management, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
100
Avg account
$0

Firm details

Headquarters
Mcdonough, Georgia
CRD number
7388
Registered since
April 15, 1977

Firm profile

FINTRX

Overview

American Global Wealth Management, Inc. is organized as a corporation with ownership described as a combination of a domestic entity and an individual. Publicly available line-item disclosures for the firm are sparse: the entity is classified as unclassified in the snapshot data and the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Key operational details typically used to characterize a wealth manager — such as target client segments, fee schedules, specific advisory or brokerage activities, and investment preferences — are not provided in the source data. That limited disclosure makes it difficult to determine how the firm positions itself in the market, what investment strategies it employs, or whether it engages in discretionary portfolio management versus advisory-only relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Gregory Klingler

    Gregory Klingler

    Chief Operating OfficerCRD 4641806

  • Christopher Felton

    Christopher Felton

    Chief Distribution OfficerCRD 3222050

  • James Webb

    James Webb

    Chief Executive OfficerCRD 2089446

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Contacts

3 of 94
  • Gerald Dietz

    Gerald Dietz

    FounderCRD 4032865

  • David Bell

    Registered RepresentativeCRD 4234206

  • Eric Edwards

    Eric Edwards

    Registered RepresentativeCRD 6166096

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mcdonough, GA

Henry

Location

Mcdonough, GA

Headquartered in Mcdonough, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Henry
Address
1600 Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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