American Wealth Management, Inc.

American Wealth Management, Inc. (CRD# 25536) is a financial advisory firm headquartered in Atlanta, GA. They manage $152,623,944 in 897 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $170,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, MS, NC, TN, TX

Financial Advisors at American Wealth Management, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Hasan Ali
CRD#: 2982682
1050 Crown Suite 1230, Atlanta, GA 30338
96
Wealthminder
score

Hasan Ali (CRD# 2982682) is an Investment Advisor Representative working at American Wealth Management, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry. Hasan Ali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert A. Wilder
CRD#: 2254619
1050 Crown Suite 1230, Atlanta, GA 30338
96
Wealthminder
score

Robert Wilder (CRD# 2254619) is an Investment Advisor Representative working at American Wealth Management, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry. Robert Wilder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gavin M. Borzello
CRD#: 3242246
1050 Crown Suite 1230, Atlanta, GA 30338
93
Wealthminder
score

Gavin Borzello (CRD# 3242246) is an Investment Advisor Representative working at American Wealth Management, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

4
Dwight L. Kees
CRD#: 810234
Canton, GA
93
Wealthminder
score

Dwight Kees (CRD# 810234) is an Investment Advisor Representative working at American Wealth Management, Inc. in Canton, GA and has over 37 years of experience in the finance industry.

5
Richard J. Miller
CRD#: 1381342
Roswell, GA
93
Wealthminder
score

Richard Miller (CRD# 1381342) is an Investment Advisor Representative working at American Wealth Management, Inc. in Roswell, GA and has over 31 years of experience in the finance industry.

6
Stephen M. Rowley
CRD#: 867485
Nashville, TN
93
Wealthminder
score

Stephen Rowley (CRD# 867485) is an Investment Advisor Representative working at American Wealth Management, Inc. in Nashville, TN and has over 36 years of experience in the finance industry.

7
Elizabeth M. Wilder
CRD#: 5305562
1050 Crown Pointe Parkway Suite 1230, Atlanta, GA 30338
93
Wealthminder
score

Elizabeth Wilder (CRD# 5305562) is an Investment Advisor Representative working at American Wealth Management, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.

8
Joel A. Butler
CRD#: 701392
1050 Crown Pointe Parkway Suite 1230, Atlanta, GA 30338
83
Wealthminder
score

Joel Butler (CRD# 701392) is an Investment Advisor Representative working at American Wealth Management, Inc. in Atlanta, GA and has over 37 years of experience in the finance industry.

9
Roger A. Hyde
CRD#: 862184
33920 U.s. Highway 19 North Suite 290, Palm Harbor, FL 34684
83
Wealthminder
score

Roger Hyde (CRD# 862184) is an Investment Advisor Representative working at American Wealth Management, Inc. in Palm Harbor, FL and has over 33 years of experience in the finance industry.

10
Paul E. Lightfoot
CRD#: 2564091
33920 U.s. Highway 19 North Suite 290, Palm Harbor, FL 34684
83
Wealthminder
score

Paul Lightfoot (CRD# 2564091) is an Investment Advisor Representative working at American Wealth Management, Inc. in Palm Harbor, FL and has over 17 years of experience in the finance industry.

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