Jerome Borzello
American Wealth Management · Alpharetta, Georgia
Jerome 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.
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Facts
| Firm | American 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 GA, TX · CRD 801913 |
| Exams passed | Series 63 (1979) · Series 65 (1994) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | americanwealthmanagement.com |
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Questions about Jerome
Is Jerome Borzello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerome 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 Jerome charge for financial advice?
Jerome's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jerome Borzello based?
Jerome Borzello is based in Alpharetta, Georgia.
Is Jerome Borzello registered with the SEC?
Yes. Jerome Borzello is registered as an investment adviser representative in GA and TX (CRD 801913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Jerome Borzello?
Through Jerome'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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