AMERICAN WEALTH MANAGEMENT, INC.

3480 Preston Ridge Road
Suite 500
Alpharetta, Georgia 30005
Tel: 770-392-8740

About AMERICAN WEALTH MANAGEMENT, INC.

AMERICAN WEALTH MANAGEMENT, INC, formally registered with the SEC as AMERICAN WEALTH MANAGEMENT, INC. The firm was established in 01/30/2006. They have over 3 offices throughout the country.

AMERICAN WEALTH MANAGEMENT, INC. is a Alpharetta, Georgia based Financial Planning firm with nearly $217,518,379 assets under management, offering retirement planning & investment advisory services to 873 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	25536
SEC#	801-66163
Assets Managed by Firm	$217,518,379
No. of Clients	873
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	873	$217,518,379
Individuals (other than high net worth individuals)	703	$109,702,860
High net worth individuals	158	$107,815,519

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