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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-12 |
| AZ | RA | APPROVED | 2023-11-29 |
| FL | RA | APPROVED | 2023-01-03 |
| WA | RA | APPROVED | 2022-12-15 |
| GA | RA | APPROVED | 2008-01-09 |
Branch Locations
3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Wealth Management, Inc. | Atlanta | GA | 07/2005 | Present |
| American Wealth Management, Inc. | Atlanta | GA | 01/1998 | Present |
INSURANCE AGENT PART-TIME APPROX 2 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
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