American Wealth Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 25536
- SEC number
- 801-66163
- Firm type
- RIA
- Assets under management
- $310.0M as of Mar 6, 2026
- Website
- americanwealthmanagement.com ↗
- Phone
- 770-392-8741
- Address
- 3480 Preston Ridge Road, Alpharetta, GA, 30005
Advisors at this firm
8 in our index · page 1 of 1
-
Gavin Matthew BorzelloCRD 3242246 · Alpharetta, GAIA RegisteredRegistration inactive
-
Jerome August BorzelloCRD 801913 · Alpharetta, GAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Kurt Alan GrimmerCRD 5751385 · Alpharetta, GAIA RegisteredRegistration inactive
-
Kevin Francis HauserCRD 1407288 · Alpharetta, GAIA RegisteredDisclosure event(s) on record
-
Alex James LutzCRD 6667189 · Casper, WYIA RegisteredRegistration inactive
-
John Franklyn Lutz Jr.CRD 4163091 · Casper, WYIA RegisteredDisclosure event(s) on record
-
Richard James MillerCRD 1381342 · Roswell, GAIA Registered
-
Stephen Mautner RowleyCRD 867485 · Nashville, TNIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 25536 ↗
FINRA BrokerCheck record for firm CRD 25536 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.