GB
GB

Gavin Matthew Borzello

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
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Location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gavin works part-time as an insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
American Wealth Management, INC.
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
American Wealth Management, INC.Broker
July 1999 - November 2024 · 25 yrs 4 mos
State Registrations5 states
AZFLGANCWA
Advisor
Exams
No exam information available for this advisor.
Gavin Matthew Borzello - Financial Advisor | TrueAdvisor