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AMERICAN WEALTH ADVISORS, LLC
JOHNS CREEK, GA
770-814-7236
SEC #801-135951Total AUM
$120.2M
Employees
3Clients
111Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10475 MEDLOCK BRIDGE ROAD
IVY FALLS BLD 100 ST 18
JOHNS CREEK
GA 30097
United States
IVY FALLS BLD 100 ST 18
JOHNS CREEK
GA 30097
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
770-814-7236
Other Offices
1
Financials
Total AUM
$120.2M
Accounts
321Discretionary
$120.2M
Accounts
321Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
65AUM
$14.8M
HNW Individual Clients
44AUM
$102M
Charitable Organization Clients
1AUM
$673.8K
Corporation or Business Clients
1AUM
$2.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLGAMATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.