American Wealth Advisors, LLC

American Wealth Advisors, LLC provides wealth management and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, businesses, and charitable organizations, overseeing roughly $120 million in discretionary client assets across about 109 accounts. The firm offers comprehensive financial planning (including standalone engagements), retirement and rollover advice for ERISA accounts, and may retain legacy positions for tax or fit reasons.

Investment portfolios are typically built with low‑cost, diversified mutual funds and ETFs and, when appropriate, individual stocks or bonds, guided by fundamental analysis and an internal due‑diligence process. The firm generally pursues a long‑term investment horizon but will trade shorter term for rebalancing, tax‑loss/gain harvesting, or to meet client liquidity needs, operating with discretionary authority and ongoing personal client contact.

Distinctive features include a small, two‑advisor team managing a relatively high level of assets per advisor and leadership that includes a CPA with prior senior roles at large financial firms, supported by a dedicated vice‑presidential research function. The firm maintains an institutional relationship with a major custodian that supplies research and technology benefits, discloses separate insurance‑agency activities by advisory personnel (with related commissions and a modest time allocation), and does not accept proxy‑voting responsibility for client securities.