Lee Hollingsworth
American Wealth Management · Alpharetta, Georgia
Lee Hollingsworth is a fee-only financial advisor at American Wealth Management in Alpharetta, Georgia, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL, FL, GA, NC, SC · CRD 4445535 |
| Exams passed | Series 66 (2001) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | americanwealthmanagement.com |
| Profile |
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Questions about Lee
Is Lee Hollingsworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee 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 Lee charge for financial advice?
Lee's firm, American Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lee Hollingsworth based?
Lee Hollingsworth is based in Alpharetta, Georgia.
What credentials does Lee Hollingsworth hold?
Lee Hollingsworth holds the CFA credential.
Is Lee Hollingsworth registered with the SEC?
Yes. Lee Hollingsworth is registered as an investment adviser representative in AL, FL, GA, NC and SC (CRD 4445535), 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 Lee Hollingsworth?
Through Lee'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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