Gavin Matthew Borzello
Investment adviser representative at American Wealth Management, Inc.
28 yearsExperience
5 statesRegistered in
$310MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- American Wealth Management, Inc.Jan 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (AZ, FL, GA, NC, WA).
American Wealth Management, Inc.
$310MAssets managed
565Clients
9Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3242246
- Firm CRD
- 25536