Overview
Assets Under Management: $120 million
Headquarters: JOHNS CREEK, GA
High-Net-Worth Clients: 44
Average Client Assets: $2.3 million
Frequently Asked Questions
AMERICAN WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145791), AMERICAN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
AMERICAN WEALTH ADVISORS, LLC is headquartered in JOHNS CREEK, GA.
AMERICAN WEALTH ADVISORS, LLC serves 44 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, AMERICAN WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
AMERICAN WEALTH ADVISORS, LLC manages $120 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, AMERICAN WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.92%
Average Client Assets: $2.3 million
Total Client Accounts: 321
Discretionary Accounts: 321
Regulatory Filings
CRD Number: 145791
Filing ID: 2065664
Last Filing Date: 2026-03-24 14:49:41