Elizabeth
Wilder

American Wealth Management, Inc

CRD#5305562
Investment Advisor
in Atlanta, GA
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About this Advisor

Elizabeth Wilder is a certified financial planner based out of Atlanta, Georgia, with a total of 11 years of professional experience. Wilder is on the advisory team at American Wealth Management, Inc. They have worked at American Wealth Management, Inc for the entirety of their career. Wilder maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in California, Texas, Georgia and North Carolina. American Wealth Management, Inc is an advisory company that has its headquarters in Atlanta, Georgia. It has offices in five locations and a total of 22 advisors. It administers $203 million in assets between its 888 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by American Wealth Management, Inc most likely are comprised of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1050 Crown Pointe Parkway Suite 1230
Atlanta, GA 30338

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American Wealth Management, Inc Brokerage Details

Total Assets Under Management

$192,758,140

GA Average: $3,570,121,308
Total Number of Employees

21

GA Average: 58
Total Number of Accounts

944

GA Average: 1,608
Average Account Size

$204,193

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Elizabeth Wilder Work History

Elizabeth has 11 years of experience.

2007 - Present (12 years)

American Wealth Management, Inc

Disclosures

Elizabeth Wilder has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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