American Global Wealth Management, Inc.
Firm details
- Headquarters
- Mcdonough, Georgia
- CRD number
- 7388
- Registered since
- April 15, 1977
- Website
- www.americanglobalwealth.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Gregory Klingler
Chief Operating OfficerCRD 4641806

Christopher Felton
Chief Distribution OfficerCRD 3222050

James Webb
Chief Executive OfficerCRD 2089446
Contacts
3 of 94
Gerald Dietz
FounderCRD 4032865
David Bell
Registered RepresentativeCRD 4234206

Eric Edwards
Registered RepresentativeCRD 6166096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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