Kurt Grimmer
American Wealth Management · Alpharetta, Georgia
Kurt Grimmer 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 AZ, FL, NC, WA · CRD 5751385 |
| Exams passed | Series 66 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | americanwealthmanagement.com |
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Questions about Kurt
Is Kurt Grimmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt 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 Kurt charge for financial advice?
Kurt's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kurt Grimmer based?
Kurt Grimmer is based in Alpharetta, Georgia.
Is Kurt Grimmer registered with the SEC?
Yes. Kurt Grimmer is registered as an investment adviser representative in AZ, FL, NC and WA (CRD 5751385), 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 Kurt Grimmer?
Through Kurt'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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