Lee
Hollingsworth

American Wealth Management, Inc

CRD#4445535
Investment Advisor
in Atlanta, GA

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About this Advisor

Lee Hollingsworth is a financial advisor based in Atlanta, Georgia with a total of 18 years of industry experience. Hollingsworth is on the advisory team at American Wealth Management, Inc. They have been with American Wealth Management, Inc for all of their career. Hollingsworth has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, California, Florida and Georgia. American Wealth Management, Inc is a financial advisory firm that has its headquarters in Atlanta, GA. The firm has offices in three locations and a total of 15 people on staff. It has $300 million in assets under management among its 1,260 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,260 accounts, 25% belong to high-net-worth investors who have greater than $1 million in assets available to invest. American Wealth Management, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on the services offered. Fee types billed by American Wealth Management, Inc likely consist of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

18 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

Office Location

1050 Crown Suite 1230
Atlanta, GA 30338

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American Wealth Management, Inc Brokerage Details

Total Assets Under Management

$300,050,000

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

15

GA Average: 58
Total Number of Accounts

1,260

GA Average: 1,608
Average Account Size

$238,135

GA Average: $2,220,225

Investment Advisory Services

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

Lee Hollingsworth Work History

Lee has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Raymond James Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lee Hollingsworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Wealth Management, Inc

Kurt Grimmer
Atlanta, GA
Alex Lutz
Casper, WY
Paul Lightfoot
Palm Harbor, FL
Adam Lutz
Casper, WY
James Richardson
Atlanta, GA
John Lutz Jr.
Casper, WY
Elizabeth Richardson
Atlanta, GA
Stephen Rowley
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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