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AMERICAN WEALTH MANAGEMENT, INC.

ALPHARETTA, GA · CRD 25536 · IAPD ↗ · americanwealthmanagement.com · 770-392-8741

$310.0MRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
13States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — AMERICAN WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
March 2026 — AMERICAN WEALTH MANAGEMENT, INC. changed its website from awminc.biz to americanwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
January 2026 — AMERICAN WEALTH MANAGEMENT, INC. notice-filed in LA, NE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — AMERICAN WEALTH MANAGEMENT, INC. reported RAUM up 31% ($217.5M -> $284.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — AMERICAN WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
January 2025 — AMERICAN WEALTH MANAGEMENT, INC. notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — AMERICAN WEALTH MANAGEMENT, INC. moved its main office from ATLANTA, GA to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2024 — AMERICAN WEALTH MANAGEMENT, INC. changed its website from wwwawminc.biz to awminc.biz.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — AMERICAN WEALTH MANAGEMENT, INC. reported RAUM down 28% ($300.1M -> $217.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.