AdFi
AW

AMERICAN WEALTH ADVISORS, LLC

SEC Registered
JOHNS CREEK, GAhttps://americanwealthadvisors.com770-814-7236
Assets Under Management
$100M–$500M
Year Founded
2007
Employees
3
Office Locations
1 office
Total Accounts
321

About the firm

American Wealth Advisors, LLC is a Registered Investment Advisory firm serving affluent investors and institutions with wealth management issues. The firm operates as a private multi-family office focused on delivering wealth management expertise, assisting clients in developing financial independence and creating multi-generational wealth. It is privately owned and located in Johns Creek, GA, servicing clients nationwide.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Wealth ManagementMoney ManagementEstate PlanningTax ExpertiseMulti-family OfficeFiduciaryInvestment AdvisoryMulti-generational Wealth

Services

Comprehensive wealth management services including money management, will and estate planning resources, and tax expertise through independent CPA firms; client assets held in custody at Fidelity Investments Institutional Wealth Services.

Who they serve

Affluent investors and institutions

Client segmentClientsAssets managed
Individuals (Non-HNW)65$15M
High Net Worth Individuals44$102M

0 total clients reported on Form ADV.

Office locations

1 office in 1 state
GA
JOHNS CREEKHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#145791
SEC Number
801-135951
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMERICAN WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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