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American Wealth Advisors, LLC

American Wealth Advisors, LLC. CRD 145791

A

CRD: 145791

American Wealth Advisors, LLC

Johns Creek, GA, 30097
7708147236
www.americanwealthadvisors.com
$120.2M Total AUM
$120.2M Disc. AUM
-- 3Y CAGR
3 Employees
109 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
12-01-2007
Office Locations
2

Office Locations

10475 Medlock Bridge Road IVY Falls Building 100 ST 18 Johns Creek GA
-- Superior CO

About American Wealth Advisors, LLC

American Wealth Advisors, LLC is a privately owned RIA and multi-family office serving affluent investors and institutions nationwide. The firm provides discretionary money management and comprehensive wealth planning, including estate planning resources and tax expertise through independent CPA firms. Client assets are custodied at Fidelity Institutional Wealth Services with dual-branded reporting and online access. Led by President/CIO Darrell Roberts, a CPA with senior leadership experience at Fidelity, E*Trade, and Mellon Bank/Dreyfus.

Team overview

66 AVG AGE
$60.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Unison alpha

Client Personas

Meridian

Custodian

Matrix Ridge Crest insight Frontier

Investment Themes

Pioneer meridian

Investment Vehicles

Foundation

Services

Alpha north Alpha Frontier Prime pioneer Harbor

Owner & Executives

D

DARRELL STEPHEN ROBERTS

Chief Compliance Officer, Chief Investment Officer, Founder, President

CRD
#2471302
Ownership
50% but less than 75%
(472) 937-1126
north.momentum@signalcapital.com
in linkedin.com/in/catalyst-beacon
J

JEFFREY S STONE

Regional Branch Manager

CRD
--
Ownership
10% but less than 25%
(758) 846-9894
meridian.vertex@deltacapital.com
in linkedin.com/in/radial-prime

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Contacts

D

DARRELL TASMAN ROBERTS III

Chief Investment Officer, Founder, President

CRD
#6499361
(455) 240-6431
unison.catalyst@embercapital.com
in linkedin.com/in/vertex-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2026
Category Assets AVG. Account size
Discretionary $120,170,823 $374,364
Non-Discretionary $0 --
Total $120,170,823 $374,364

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Separately Managed Accounts

Total SMA Asset: $120,170,823

$120.2M Total SMA
Equity - Exchange:
53.5%
Cash:
36.6%
Public Funds:
9.9%
Asset class Assets Assets %
Equity - Exchange $1,190,877,324 53.5%
Cash $814,693,646 36.6%
Public Funds $220,367,953 9.9%
Total $2,225,938,923 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PEAK SUMMIT NORTH INSIGHT BEACON SFCDG3HST NFD 0.72% $105,081,203
OPTIMA VALUE LEGACY OAK GN3TYM245 CTQ 1.26% $111,063,742
INSIGHT PEAK DELTA BRIDGE BOX7L4EJQ QIWUU 11.40% $63,184,265
PATHWAY EMBER SUMMIT FRONTIER SUMMIT P2UGSUUGY YCOJB 2.96% $45,091,932
HARBOR ZENITH PRIME ATLAS DDGI2I739 SZMH 3.94% $89,402,579
MATRIX RIDGE CAPITAL MATRIX PGPABFXD7 TOPGB 2.15% $112,110,652
HARBOR VALUE CREST NORTH 8Y02P2A2B PZJ 4.07% $70,024,939
WAVE FRONTIER SUMMIT NORTH ZENITH YWHFKH634 ENCGC 4.15% $104,613,739

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