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American Wealth Advisors, LLC

Multifamily office listing in Johns Creek, Georgia, United States.

Overview

American Wealth Advisors, LLC is a registered investment advisory firm founded in 2007 that serves affluent investors and institutions on wealth management matters. It provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm is registered with the SEC as an investment adviser and reported $120.2M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

  • Financial planning
  • Portfolio management

Advisory services reported on Form ADV (Item 5.G)

  • Financial planning
  • Portfolio management (individuals/small business)
  • Portfolio management (institutions)
Clients by type (number of clients, Form ADV Item 5.D)
Individuals (60%)High net worth individuals (40%)
Regulatory assets under management (Form ADV Item 5.F)
Discretionary$120.2M

Location

See more firms in Georgia.

Sources and last checked
  • SEC Investment Adviser Public Disclosure, Form ADV (CRD 145791), filed 08/17/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
  • Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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