American Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
American Wealth Advisors reports 109 clients. They include 65 individual clients and 44 high-net-worth individuals. Of its assets, 100.0% ($120M across 321 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 12% |
| High-net-worth individuals | 40% | 85% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 65 | $14.8M | 12.3% | $227K |
| High-net-worth individuals | 44 | $102M | 84.9% | $2.32M |
| Charitable organizations | Fewer than 5 | $674K | 0.6% | — |
| Corporations and other businesses | Fewer than 5 | $2.68M | 2.2% | — |
| Total | 109 | $120M | 100% | — |
- Clients
- 65
- Regulatory AUM
- $14.8M
- AUM share
- 12.3%
- Avg. per client
- $227K
- Clients
- 44
- Regulatory AUM
- $102M
- AUM share
- 84.9%
- Avg. per client
- $2.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $674K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.68M
- AUM share
- 2.2%
- Avg. per client
- —
Total
- Clients
- 109
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
American Wealth Advisors charges 1.00%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Financial planning is billed at $500 per hour or as a fixed fee of $500 to $3,000, with up to 50% invoiced on signing; fees may be negotiable.
Darrell Roberts owns 50% to 75% of American Wealth Advisors. The leadership team of American Wealth Advisors includes President Darrell Roberts. It has 3 employees, 2 of them in advisory roles.
Leadership
Darrell RobertsPresident; Chief Compliance Officer; Chief Investment Officer- Jeffrey StoneMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of American Wealth Advisors, LLC
Darrell Roberts
Control person · since November 2007
- Owns 10% to 25% of American Wealth Advisors, LLC
Jeffrey Stone
since December 2007
Besides its headquarters, American Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 10475 Medlock Bridge Road, Ivy Falls BLD 100 St 18, Johns CreekHQ
Contact and registration details
- Legal name
- American Wealth Advisors, LLC
- Headquarters
- 10475 Medlock Bridge Road, Ivy Falls BLD 100 St 18, Johns Creek, GA 30097
- Website
- americanwealthadvisors.com
- Phone
- 770-814-7236
- @american-wealth-advisors-llc
- SEC file
- 801-135951
- Structure
- Georgia LLC
- Fiscal year end
- December
American Wealth Advisors uses Fidelity ($120M) as custodian for its separately managed accounts. American Wealth Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $120M100%
At year end, American Wealth Advisors’ separately managed accounts were mostly in stocks (85%) and cash (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $107M across 42 positions; the largest are iShares TR (26.3%), iShares TR (16.0%) and iShares TR (12.1%).
What the accounts hold
- Stocks85%
- Funds4%
- Cash11%
Reported 13F holdings
- $107M
- Reported 13F value
- 42
- Positions
- 78.4%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF26.3%
- iShares TR · S&P 500 Grwt ETF16.0%
- iShares TR · S&P 500 Val ETF12.1%
- iShares TR · 1 3 YR Treas BD5.6%
- Vanguard Index Fds · Total Stk Mkt4.1%
- iShares TR · 0-5 YR Tips ETF3.5%
- iShares TR · 0-5yr HI YL CP3.4%
- iShares TR · Select Divid ETF2.8%
- iShares TR · Russell 2000 ETF2.6%
- iShares TR · 0-5yr Invt GR CP2.0%
Together, the ten largest are 78.4% of reported value.
How many clients does American Wealth Advisors have?
American Wealth Advisors has 109 clients and manages $120 million for them, as of August 2026. They include 65 individual clients and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does American Wealth Advisors offer?
American Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does American Wealth Advisors charge?
American Wealth Advisors charges 1.00%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: AMERICAN WEALTH ADVISORS DISCLOSURE BROCHURE UPDATED MARCH 2025, filed 23 July 2026
Which custodians does American Wealth Advisors use?
American Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does American Wealth Advisors have?
American Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does American Wealth Advisors invest in?
At the end of its last fiscal year, American Wealth Advisors’ separately managed accounts held 85% exchange-traded equities, 11% cash and equivalents and 4% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns American Wealth Advisors?
American Wealth Advisors’ direct owners are Darrell Roberts (50% to 75%) and Jeffrey Stone (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does American Wealth Advisors get paid?
American Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is American Wealth Advisors registered with the SEC?
Yes, American Wealth Advisors has been registered with the SEC as an investment adviser since 24 April 2026. Its CRD number is 145791 and its SEC file number is 801-135951.
Source: Form ADV Part 1A, Item 1, filed 17 August 2026; IAPD firm record
How do I contact American Wealth Advisors?
American Wealth Advisors’ main office is at 10475 Medlock Bridge Road, Ivy Falls BLD 100 St 18, Johns Creek, GA 30097. Its phone number is 770-814-7236. Its website is americanwealthadvisors.com.