AMERICAN WEALTH MANAGEMENT, INC.
CRD #25536 SEC #801-66163 ALPHARETTA, GA 770-392-8741
SEC Registered Disclosures
Total AUM
$309.9M
Discretionary
$272.7M
Employees
10
Clients
1
Accounts
1,219
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $309.9M | $272.7M | $37.2M | 10 | 0 |
| Oct 2025 | $309.9M | $272.7M | $37.2M | 10 | 0 |
| Mar 2025 | $284.3M | $248.6M | $35.7M | 10 | 0 |
| Jan 2025 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Jan 2025 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Dec 2024 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Jul 2024 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Jul 2024 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Mar 2024 | $217.5M | $216.7M | $835.6K | 10 | 0 |
| Nov 2023 | $300.1M | $200M | $100.1M | 15 | 0 |
| Jul 2023 | $300.1M | $200M | $100.1M | 15 | 0 |
| May 2023 | $300.1M | $200M | $100.1M | 15 | 0 |
| Apr 2023 | $300.1M | $200M | $100.1M | 15 | 0 |
| Mar 2023 | $300.1M | $200M | $100.1M | 15 | 0 |
| Dec 2022 | $340.1M | $340.1M | $0 | 18 | 0 |
| Mar 2022 | $340.1M | $340.1M | $0 | 18 | 0 |
| Mar 2021 | $223.6M | $192.2M | $31.4M | 19 | 0 |
| Oct 2020 | $223.6M | $223.6M | $0 | 19 | 0 |
| Aug 2020 | $223.6M | $223.6M | $0 | 19 | 0 |
| Jul 2020 | $223.6M | $223.6M | $0 | 19 | 0 |
| Mar 2020 | $223.6M | $223.6M | $0 | 19 | 0 |
| Feb 2020 | $223.6M | $223.6M | $0 | 19 | 0 |
| Jan 2019 | $192.8M | $192.8M | $0 | 21 | 0 |
| Jan 2018 | $203.1M | $203.1M | $0 | 22 | 0 |
| Nov 2017 | $142.5M | $142.5M | $0 | 19 | 0 |
| Jul 2017 | $142.5M | $142.5M | $0 | 21 | 834 |
| Mar 2017 | $142.5M | $142.5M | $0 | 21 | 834 |
| Jan 2016 | $152.6M | $148.2M | $4.5M | 21 | 834 |
| Feb 2015 | $148M | $127.9M | $20.2M | 21 | 834 |
| Jan 2015 | $148M | $127.9M | $20.2M | 21 | 834 |
| Nov 2014 | $126.4M | $108M | $18.4M | 28 | 906 |
| Feb 2014 | $126.4M | $108M | $18.4M | 28 | 906 |
| Jan 2014 | $126.4M | $108M | $18.4M | 28 | 906 |
| Sep 2013 | $118.3M | $89.7M | $28.6M | 28 | 906 |
| Aug 2013 | $118.3M | $89.7M | $28.6M | 28 | 906 |
| Jan 2013 | $118.3M | $89.7M | $28.6M | 28 | 906 |
| Oct 2012 | $103.2M | $92.1M | $11M | 28 | 900 |
| Jan 2012 | $103.2M | $92.1M | $11M | 11 | 900 |
| Mar 2011 | $101.7M | $83.4M | $18.3M | -- | -- |
| Jan 2011 | $101.7M | $83.4M | $18.3M | -- | -- |
| Dec 2010 | $66M | $43M | $23M | -- | -- |
| Jun 2010 | $66M | $43M | $23M | -- | -- |
| Jan 2010 | $66M | $43M | $23M | -- | -- |
| Jan 2008 | $72.8M | $57.3M | $15.5M | -- | -- |
| Mar 2007 | $52.4M | $39.1M | $13.3M | -- | -- |
| Feb 2007 | $52.4M | $39.1M | $13.3M | -- | -- |
| Jan 2007 | $35M | $10M | $25M | -- | -- |
| Jan 2007 | $35M | $10M | $25M | -- | -- |
| Jan 2007 | $35M | $10M | $25M | -- | -- |
| Mar 2006 | $25M | $700K | $24.3M | -- | -- |
| Jan 2006 | $25M | $700K | $24.3M | -- | -- |
DateDec 2025
Total AUM$309.9M
Discretionary$272.7M
Non-Disc.$37.2M
Employees10
Clients0
DateOct 2025
Total AUM$309.9M
Discretionary$272.7M
Non-Disc.$37.2M
Employees10
Clients0
DateMar 2025
Total AUM$284.3M
Discretionary$248.6M
Non-Disc.$35.7M
Employees10
Clients0
DateJan 2025
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateJan 2025
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateDec 2024
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateJul 2024
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateJul 2024
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateMar 2024
Total AUM$217.5M
Discretionary$216.7M
Non-Disc.$835.6K
Employees10
Clients0
DateNov 2023
Total AUM$300.1M
Discretionary$200M
Non-Disc.$100.1M
Employees15
Clients0
DateJul 2023
Total AUM$300.1M
Discretionary$200M
Non-Disc.$100.1M
Employees15
Clients0
DateMay 2023
Total AUM$300.1M
Discretionary$200M
Non-Disc.$100.1M
Employees15
Clients0
DateApr 2023
Total AUM$300.1M
Discretionary$200M
Non-Disc.$100.1M
Employees15
Clients0
DateMar 2023
Total AUM$300.1M
Discretionary$200M
Non-Disc.$100.1M
Employees15
Clients0
DateDec 2022
Total AUM$340.1M
Discretionary$340.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$340.1M
Discretionary$340.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$223.6M
Discretionary$192.2M
Non-Disc.$31.4M
Employees19
Clients0
DateOct 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees19
Clients0
DateAug 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees19
Clients0
DateJul 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees19
Clients0
DateFeb 2020
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees19
Clients0
DateJan 2019
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees21
Clients0
DateJan 2018
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees22
Clients0
DateNov 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees19
Clients0
DateJul 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees21
Clients834
DateMar 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees21
Clients834
DateJan 2016
Total AUM$152.6M
Discretionary$148.2M
Non-Disc.$4.5M
Employees21
Clients834
DateFeb 2015
Total AUM$148M
Discretionary$127.9M
Non-Disc.$20.2M
Employees21
Clients834
DateJan 2015
Total AUM$148M
Discretionary$127.9M
Non-Disc.$20.2M
Employees21
Clients834
DateNov 2014
Total AUM$126.4M
Discretionary$108M
Non-Disc.$18.4M
Employees28
Clients906
DateFeb 2014
Total AUM$126.4M
Discretionary$108M
Non-Disc.$18.4M
Employees28
Clients906
DateJan 2014
Total AUM$126.4M
Discretionary$108M
Non-Disc.$18.4M
Employees28
Clients906
DateSep 2013
Total AUM$118.3M
Discretionary$89.7M
Non-Disc.$28.6M
Employees28
Clients906
DateAug 2013
Total AUM$118.3M
Discretionary$89.7M
Non-Disc.$28.6M
Employees28
Clients906
DateJan 2013
Total AUM$118.3M
Discretionary$89.7M
Non-Disc.$28.6M
Employees28
Clients906
DateOct 2012
Total AUM$103.2M
Discretionary$92.1M
Non-Disc.$11M
Employees28
Clients900
DateJan 2012
Total AUM$103.2M
Discretionary$92.1M
Non-Disc.$11M
Employees11
Clients900
DateMar 2011
Total AUM$101.7M
Discretionary$83.4M
Non-Disc.$18.3M
Employees--
Clients--
DateJan 2011
Total AUM$101.7M
Discretionary$83.4M
Non-Disc.$18.3M
Employees--
Clients--
DateDec 2010
Total AUM$66M
Discretionary$43M
Non-Disc.$23M
Employees--
Clients--
DateJun 2010
Total AUM$66M
Discretionary$43M
Non-Disc.$23M
Employees--
Clients--
DateJan 2010
Total AUM$66M
Discretionary$43M
Non-Disc.$23M
Employees--
Clients--
DateJan 2008
Total AUM$72.8M
Discretionary$57.3M
Non-Disc.$15.5M
Employees--
Clients--
DateMar 2007
Total AUM$52.4M
Discretionary$39.1M
Non-Disc.$13.3M
Employees--
Clients--
DateFeb 2007
Total AUM$52.4M
Discretionary$39.1M
Non-Disc.$13.3M
Employees--
Clients--
DateJan 2007
Total AUM$35M
Discretionary$10M
Non-Disc.$25M
Employees--
Clients--
DateJan 2007
Total AUM$35M
Discretionary$10M
Non-Disc.$25M
Employees--
Clients--
DateJan 2007
Total AUM$35M
Discretionary$10M
Non-Disc.$25M
Employees--
Clients--
DateMar 2006
Total AUM$25M
Discretionary$700K
Non-Disc.$24.3M
Employees--
Clients--
DateJan 2006
Total AUM$25M
Discretionary$700K
Non-Disc.$24.3M
Employees--
Clients--