American Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning to individuals (including high-net-worth clients), trusts, estates, businesses, and charitable organizations. Its services include customized portfolio construction using mutual funds, ETFs and, when appropriate, individual stocks or bonds, as well as standalone financial planning and consulting.
The firm applies fundamental analysis to build predominantly long-term, diversified portfolios that favor low-cost funds while retaining flexibility to rebalance or execute shorter-term trades as client objectives or market conditions require. Client relationships are managed on a discretionary basis with ongoing personal contact, periodic reviews (at least annually), and the ability for clients to impose reasonable investment restrictions subject to acceptance.
Noteworthy features include a small-team structure—two advisors overseeing about $120.2 million in assets across roughly 109 clients—which results in a relatively high average account size and an emphasis on tailored service while generally not imposing a relationship minimum. The firm has recently transitioned to SEC registration, its advisory personnel no longer sell commissionable insurance products, and it relies on an institutional custodian platform that provides research, software and operational support to the adviser.
Client services
Expertise
Fee options
Fixed fees range from $500 to $3,000
$0 - $100,000: 1.50% $100,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.10% $3,000,000+: 1.00%
$500 per hour
Main office
10475 Medlock Bridge Road, Ivy Falls Bld 100 St 18
Johns Creek GA 30097, United States
Offices (2)
Most active in
Colorado · Florida · Georgia · Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Darrell R
Series 63
Johns Creek, GA
American Wealth Advisors, LLC
Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.
Darrell R
Series 65
Superior, CO
American Wealth Advisors, LLC
Darrell Roberts III is a financial advisor at American Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with American Wealth Advisors since 2010. American Wealth Advisors provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm builds predominantly long-term, diversified portfolios using mutual funds, ETFs, and individual stocks or bonds, emphasizing tailored service within a small-team structure.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)