AMERICAN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- JOHNS CREEK, Georgia
- CRD number
- 145791
- Registered since
- April 24, 2026
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.92%
- Individuals12.29%
- Corporations / Businesses2.23%
- Charitable Organizations0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its compensation model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements. The adviser reports no ESG focus and is not positioned as a capital allocator or pension consultant; it operates under a traditional RIA model rather than as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1DARRELL ROBERTS
President, Chief Investment OfficerCRD 2471302
Contacts
2 of 2JEFFREY STONE
MemberCRD 5454398
DARRELL ROBERTS
Vice President of AdministrationCRD 6499361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$92.8M in ETFs
100%
$92.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.6M | 37,613 | 26.46% |
Location
JOHNS CREEK, GA
GWINNETT
Location
JOHNS CREEK, GA
Headquartered in JOHNS CREEK, 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
- GWINNETT
- Address
- 10475 Medlock Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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