# AMERICAN WEALTH MANAGEMENT, INC.

AMERICAN WEALTH MANAGEMENT, INC. of ALPHARETTA, GA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 25536
- Type: SEC-registered investment adviser
- SEC file number: 801-66163
- Location: 3480 PRESTON RIDGE ROAD, SUITE 500, ALPHARETTA, GA, 30005
- Phone: 770-392-8741
- Latest filing: 2026-03-06
- Regulatory AUM: $310.0M
- Discretionary AUM: $236.0M
- Non-discretionary AUM: $74.0M
- Clients: 10
- Accounts: 1,105

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gavin Matthew Borzello | CHIEF AML OFFICER, CHIEF COMPLIANCE OFFICER, PRESIDENT, CFO | — |
| Jerome August Borzello | CHIEF COMPLIANCE OFFICER/PRES./CFO | — |
| Gavin Matthew Borzello | CHIEF AML OFFICER | — |
| BORZELLO JEROME AUGUST | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRES./CFO; PRES.CFO,COO,CCO | — |
| BORZELLO GAVIN MATTHEW | CHIEF AML OFFICER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-23 | regulatory | THE FORM CRS IN USE BY THE FIRM FAILED TO INCLUDE A CONVERSATION STARTER STATING "DO YOU OR YOUR FINANCIAL PROFESSIONALS HAVE LEGAL OR DISCIPLINARY HISTORY?" FORM CRS WAS CORRECTED ON MARCH 31, 2022. | Final | $35K |
| 2006-11-20 | regulatory | WITHOUT ADMITTING OR DENYING ALLEGATIONS | Final | $15K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CASPER | WY | 3 | 307-234-2169 |
| CASPER | WY | 3 | 307-234-2169 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/25536/brochure
- Similar advisers: https://search.stillhousedata.com/firm/25536/similar
- Related entities: https://search.stillhousedata.com/firm/25536/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/25536

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.