CRD: 25536
American Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-1990
- Office Locations
- 3
Office Locations
About American Wealth Management, Inc.
American Wealth Management, Inc. is a retail advisory firm providing financial and investment planning plus discretionary asset management, including estate planning and insurance/annuity solutions. The team focuses on long-term portfolio construction and staying disciplined through market volatility, with portfolios largely implemented using ETFs and mutual funds and custody at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GAVIN MATTHEW BORZELLO
Anti-Money Laundering Compliance, Investment Advisor, Principal
- CRD
- #3242246
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEROME AUGUST BORZELLO
Founder
- CRD
- #801913
KURT ALAN GRIMMER
President
- CRD
- #5751385
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,016,000 | $261,080 |
| Non-Discretionary | $74,000,000 | $368,159 |
| Total | $310,016,000 | $280,557 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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