American Wealth Advisors, LLC
Firm details
- Headquarters
- Johns Creek, Georgia
- CRD number
- 145791
- Registered since
- April 24, 2026
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.92%
- Individuals12.29%
- Corporations / Businesses2.23%
- Charitable Organizations0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is individually owned and positions itself as a fee-based adviser for individuals and families, offering financial planning and discretionary portfolio management for both retail clients and small businesses or institutions. Its fee model includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements. The firm does not self-identify as an ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Darrell Roberts
President, Chief Investment OfficerCRD 2471302
Contacts
2 of 2
Darrell Roberts
Vice President of AdministrationCRD 6499361
Jeffrey Stone
MemberCRD 5454398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$206M in ETFs
100%
$206M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28M | 37,435 | 13.63% |
Location
Johns Creek, GA
Gwinnett
Location
Johns Creek, GA
Headquartered in Johns Creek, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 10475 Medlock Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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