Insights

Growth through acquisitions Private, rapid growth via acquisitions suggests a target for cross-sell of advisory, insurance, and retirement solutions to newly joined clients and potential integration of more comprehensive wealth management platforms.

Diverse product suite Offerings beyond traditional assets, including non-traditional assets and income-focused strategies, present opportunities to upsell diversified portfolios, risk-managed solutions, and alternative investment education to emphasize resilience.

Fee-based planning Emphasis on fee-based financial planning aligns with households seeking transparent, ongoing advisory relationships; prospecting for clients seeking bundled planning, ongoing reviews, and scalable service models.

Tech-enabled platform Modern advisory platform and tech stack (WordPress, Google Cloud, analytics tooling) signals openness to digital onboarding, client portals, and scalable CRM-driven outreach for proactive client engagement.

Talent recruitment Active recruitment of seasoned and newer advisors indicates a growth engine; position to offer onboarding programs, consultant partnerships, and co-branded marketing to attract and convert advisor referrals.

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American Global Wealth Management, Inc. Tech Stack

American Global Wealth Management, Inc. uses 8 technology products and services including WordPress, Shopify, Google Cloud, and more. Explore American Global Wealth Management, Inc.'s tech stack below.

WordPress
Content Management System
Shopify
E-commerce
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks
Lightbox
Javascript Libraries
parallax.js
Javascript Libraries
X-XSS-Protection
Security
prettyPhoto
Web Tools And Plugins

American Global Wealth Management, Inc.'s Email Address Formats

American Global Wealth Management, Inc. uses at least 4 email formats:

American Global Wealth Management, Inc. Email Formats	Example	Percentage
First@americanglobalwealth.com	John@americanglobalwealth.com	60%
FLast@americanglobalwealth.com	JDoe@americanglobalwealth.com	20%
F_Last@americanglobalwealth.com	J_Doe@americanglobalwealth.com	10%
FirLast@americanglobalwealth.com	JohDoe@americanglobalwealth.com	10%

Frequently Asked Questions

What is American Global Wealth Management, Inc.'s phone number?

You can contact American Global Wealth Management, Inc.'s main corporate office by phone at

+1-414-352-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is American Global Wealth Management, Inc.'s official website and social media links?

American Global Wealth Management, Inc.'s official website is americanglobalwealth.com and has social profiles on LinkedIn.

How much revenue does American Global Wealth Management, Inc. generate?

As of July 2026, American Global Wealth Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is American Global Wealth Management, Inc.'s NAICS code?

American Global Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does American Global Wealth Management, Inc. have currently?

As of July 2026, American Global Wealth Management, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include President Chief Executive Officer: D. R., Operations: A. P. and Independent Investment Executive: D. S. Explore American Global Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does American Global Wealth Management, Inc. belong to?

American Global Wealth Management, Inc. operates in the Financial Services industry.

What technology does American Global Wealth Management, Inc. use?

American Global Wealth Management, Inc.'s tech stack includes WordPress, Shopify, Google Cloud, JSON-LD, Lightbox, parallax.js, X-XSS-Protection and prettyPhoto.

What is American Global Wealth Management, Inc.'s email format?

American Global Wealth Management, Inc.'s email format typically follows the pattern of First@americanglobalwealth.com. Find more American Global Wealth Management, Inc. email formats with LeadIQ.

American Global Wealth Management, Inc.

Q: What is American Global Wealth Management, Inc.'s NAICS code?

American Global Wealth Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States11-50 Employees

The company is a privately owned broker-dealer in the financial services sector, based in Mcdonough, Georgia. It offers financial planning, investment, and insurance services to clients. Its investment approach includes non-traditional assets and strategies designed to diversify beyond traditional stock and bond holdings, with potential to enhance income and reduce volatility.
The firm emphasizes fee-based planning as its preferred method for helping clients establish a financial foundation, reflecting a client-centric approach to understanding needs. It provides life and disability insurance, long-term care and lifetime income solutions, as well as property and casualty options for individuals and businesses, and supports advisors with a broad platform as it expands through acquisitions.