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American Wealth Management, Inc. CRD 25536
$310M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-08 |
| CO | RA | APPROVED | 2025-01-27 |
| SC | RA | APPROVED | 2025-01-27 |
| AZ | RA | APPROVED | 2023-12-14 |
| WA | RA | APPROVED | 2022-12-16 |
| WY | RA | APPROVED | 2017-07-07 |
| TX | RA | APPROVED | 2011-12-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners, Llc. | Casper | WY | 10/2009 | Present |
INSURANCE: LIFE, LONGTERM CARE, VARIABLE ANNUITY LESS THAN 1% OF BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-08 |
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