SourcingSourcing

AMERICAN WEALTH MANAGEMENT, INC.

C41
CRD 25536·SEC 801-66163·ALPHARETTA, GA
AUM
$310.0M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$930K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERICAN WEALTH MANAGEMENT, INC.
CRD
25536
SEC file #
801-66163
EIN
—
DBA names
—

Economics

AUM
$310.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$192.8M → $310.0M▲ +61%
Client mix
Individuals Other383
Individuals High Net Worth167
Corporations8
Charitable Organizations7

Operations

Employees (total)
10
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
16 advisors → 9 advisors▼ -44%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
americanwealthmanagement.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BORZELLO, GAVIN, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BORZELLO, GAVIN, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AMERICANWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2000-08-02T18:24:33Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Raymond James6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-02T18:24:33Z
Rdap Domain Last Changed
2018-08-02T20:46:04Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3242246
Trust Company Affiliate
No

People (9)

9
BORZELLO, GAVIN, MATTHEW
IAR · Direct Owner · 87.5%
3242246
ALEX JAMES LUTZ
IAR
6667189
STEPHEN MAUTNER ROWLEY
IAR
867485
LEE WRIGHT HOLLINGSWORTH
IAR
4445535
RICHARD JAMES MILLER
IAR
1381342
JOHN FRANKLYN LUTZ JR.
IAR
4163091
KEVIN FRANCIS HAUSER
IAR
1407288
JEROME AUGUST BORZELLO
IAR
801913
KURT ALAN GRIMMER
IAR
5751385