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Advisor

Gavin Borzello

American Wealth Management · Alpharetta, Georgia

Gavin Borzello is a fee-only financial advisor at American Wealth Management in Alpharetta, Georgia. American Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmAmerican Wealth Management
Based in Alpharetta, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$310.0M across 1,105 accounts
SEC registration Investment adviser representative in AZ, FL, GA, NC, WA · CRD 3242246
Exams passedSeries 63 (1999) · Series 65 (2006)
Firm size10 employees
Disclosures None reported
Websiteamericanwealthmanagement.com

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Questions about Gavin

Is Gavin Borzello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gavin holds no broker registration, and American Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gavin charge for financial advice?

Gavin's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Gavin Borzello based?

Gavin Borzello is based in Alpharetta, Georgia.

Is Gavin Borzello registered with the SEC?

Yes. Gavin Borzello is registered as an investment adviser representative in AZ, FL, GA, NC and WA (CRD 3242246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does American Wealth Management manage?

American Wealth Management reports $310.0M across 1,105 accounts in assets under management.

How do I contact Gavin Borzello?

Through Gavin's website, americanwealthmanagement.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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