AMERICAN WEALTH ADVISORS, LLC
SEC RegisteredAbout 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.
Areas of expertise
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 segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $15M |
| High Net Worth Individuals | 44 | $102M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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