American Wealth Management, Inc.

EST. AUM
$310,016,000

CONTACTS
3

CLIENT ACCOUNTS
1,105

Firm Details

Metro area Atlanta
CRD Number 25536
Website americanwealthmanagement.com
Client types

Overview

American Wealth Management, Inc., based in Atlanta, Georgia, is a fee-based registered investment advisory firm offering comprehensive financial planning and investment management services. Their offerings include financial planning, stock brokerage, and investment planning for individuals and companies, with a focus on 401(k)s, IRAs, and other investment vehicles. Clients can engage their services on a transaction or fee-only basis, ensuring flexibility to meet diverse financial needs. As fiduciaries, they prioritize clients' best interests, providing transparent and objective advice to help clients achieve their financial goals.

Platform Details

Investment Preferences

Alternative Activity