American Wealth Management, Inc.
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 25536
- Registered since
- January 30, 2006
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI73.54%
- Individuals25.16%
- Corporations / Businesses0.77%
- Charitable Organizations0.52%
- Banking / Thrift Institutions0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
American Wealth Management, Inc. is an independent, SEC-registered investment adviser organized as a corporation and operating since 2006. The firm is owner-run and serves both individual and family clients as well as institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers — the firm identifies itself as a capital allocator. Fee arrangements include a percentage-of-assets model supplemented by hourly charges for certain services. The firm does not identify as an active ESG investor.
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 Equities48%
- Public Funds/Mutual Funds25%
- Non-Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
1 of 1
Gavin Borzello
Chief Compliance Officer and AML OfficerCRD 3242246
Contacts
3 of 8
Lee Hollingsworth
Financial AdvisorCRD 4445535
John Lutz Jr.
Financial AdvisorCRD 4163091
Jerome Borzello
FounderCRD 801913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, 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
- Fulton
- Address
- 3480 Preston Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Tandemgrowth Financial Advisors, LLC
RIAAlpharetta, GA
Mpwm Advisory Solutions LLC
RIAAlpharetta, GA
Agvictus Capital Management LLC
RIAAlpharetta, GA
Integras Partners, LLC
RIAAlpharetta, GA
Exit Wealth Advisors
RIAAlpharetta, GA
Adaptive Investments
RIAAlpharetta, GA