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 that serves individual and family clients with financial planning and portfolio management. The firm offers traditional advisory fee options — percentage of assets under management plus hourly and fixed-fee engagements — and reports advisory activity for individuals/small businesses as well as for businesses or institutions. It is organized as an LLC, owned by an individual, and is SEC-registered as of 2026. The firm reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2Jeffrey Stone
MemberCRD 5454398
Darrell Roberts
Vice President of AdministrationCRD 6499361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$103M in ETFs
100%
$103M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28M | 37,435 | 27.26% |
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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