AMERICAN WEALTH MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $310.0M |
| Discretionary | $236.0M76% of AUM |
| Non-Discretionary | $74.0M |
| Client Accounts | 1,105 |
| Avg Account Size | $281K |
| Employees | 10 |
| Peak AUM | $340.1MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $310M | +9.0% | +1.1% | +6.8% | |
| Discretionary AUM | $236M | ||||
Key Metrics
| Total AUM | $310.0M |
| Discretionary | $236.0M |
| Employees | 10 |
| Client Accounts | 1105 |
| Client Range | 0 |
Contact & Location
Address
3480 PRESTON RIDGE ROAD
ALPHARETTA GA 30005
Phone
770-392-8741
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$236M
76.1% of AUM
Non-Discretionary
$74M
23.9% of AUM
Disc. mix ▼ 11.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported