Verified 10 Nov 2026
American Wealth Advisors, LLC
American Wealth Advisors, LLC is a privately owned multi-family office in Johns Creek, Georgia, set up in 2007 by its president, a CPA who previously held senior roles at Fidelity, Mellon Bank and E*Trade. It builds diversified portfolios with client assets held at Fidelity and also advises on concentrated stock positions. Its Form ADV filed on 17 August 2026 reported $120 million in regulatory assets for 44 clients.
- Type
- Multi-family office
- Location
- Johns Creek, Georgia, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $120M regulatory AUM (Form ADV, filed 2026-08-17)
- Latest fund or filing
- 17 Aug 2026
Contacts on file
For American Wealth Advisors, LLC, the paid file holds: 4 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/145791
- reports.adviserinfo.sec.gov/reports/ADV/145791/PDF/145791.pdf
- www.americanwealthadvisors.com
- www.americanwealthadvisors.com/investment_strategies.htm
- www.americanwealthadvisors.com/aboutus.htm
- www.americanwealthadvisors.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.