AMERICAN WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$374K
Accounts
321
Employees
3
Advisory reps
3

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

FINTRX

Overview

American Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its compensation model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements. The adviser reports no ESG focus and is not positioned as a capital allocator or pension consultant; it operates under a traditional RIA model rather than as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 4%85%
  • 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
  • JEFFREY STONE

    MemberCRD 5454398

  • DARRELL ROBERTS

    Vice President of AdministrationCRD 6499361

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$92.8M in ETFs

Passive

100%

$92.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$24.6M37,61326.46%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth