# American Wealth Advisors, LLC

> American Wealth Advisors, LLC is an SEC-registered investment advisory firm in Johns Creek, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 145791
- Filed as: AMERICAN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johns Creek, GA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145791
- AdvisorCensus page: https://advisorcensus.com/firm/american-wealth-advisors-llc-johns-creek-ga-145791

## Quick answers

**How is American Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is American Wealth Advisors, LLC located?**
American Wealth Advisors, LLC's principal office is in Johns Creek, GA, according to its Form ADV.

**Is American Wealth Advisors, LLC registered with the SEC or a state?**
American Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 145791.

**How much does American Wealth Advisors, LLC manage?**
American Wealth Advisors, LLC reports $120,170,823 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does American Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (44).

**Which custodians does American Wealth Advisors, LLC use?**
American Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does American Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145791

**Does American Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 23, 2026 says: "AWA generally does not impose a minimum relationship size."

**What changed in American Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Account minimum: None

> AWA generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,170,823
- Discretionary: $120,170,823
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $14,771,896 |
| High net worth individuals | 44 | $102,044,128 |
| Charitable organizations | Fewer than 5 | $673,759 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,681,040 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- americanwealthadvisors.com
- LinkedIn @AMERICAN-WEALTH-ADVISORS-LLC

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NH.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Wealth Advisors, LLC (CRD 145791): Form ADV filing data as of October 2026.