American Wealth Advisors, LLC

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.