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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Wealth Management, Inc. | Atlanta | GA | 10/2022 | Present |
| North Platte Physical Therapy | Casper | WY | 02/2022 | 10/2022 |
| Planet Fitness | Casper | WY | 01/2020 | 02/2022 |
| Kay Jewelers | Casper | WY | 08/2019 | 02/2020 |
| Hilltop National Bank | Casper | WY | 10/2017 | 08/2019 |
| Wyoming Ale Works | Casper | WY | 06/2017 | 07/2017 |
| Olive Garden | Casper | WY | 04/2017 | 06/2017 |
| University | Casper | WY | 01/2012 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
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