Stephen Mautner Rowley

Financial advisor at American Wealth Management, Inc.

Last updated 2026-10-10

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Stephen Mautner Rowley is a financial advisor at American Wealth Management, Inc., CRD 867485. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2007-07-20.

Registration

CRD number
867485
Registration status
Active
IAPD registration
2007-07-20
Industry Experience
19 years
Work Experience
21 years
States registered
GA, NC

Licenses and exams

  • Series 63
  • Series 65
  • Series 66

Work history

  • 2005-05 to Present · H&R Block Financial Advisors, Inc. · Atlanta, GA

Current employment

SEC IAPD record for Stephen Mautner Rowley

American Wealth Management, Inc.

Regulatory AUM
$310,016,000
Registered advisors
10
Offices
6
Clients per advisor
56.5 (Low)
Average AUM per client
$548.7K (Low)
High-net-worth client ratio
29.6% (Moderate)

American Wealth Management, Inc.: advisors, services and reported ETF investments

About

Stephen Mautner Rowley is a financial advisor at American Wealth Management, Inc.. Reported securities licenses include Series 63 and Series 65 and Series 66. The latest record indicates 19 years of industry experience and 21 years of reported work history. Reported roles include H&R Block Financial Advisors, Inc..

SEC disclosures list additional business and community activities: Bigshots (sports Photo Company)20% Owner No Compensation Or Revenues At This Time: Insurance ltc life maybe 1 hr month fixed annuity sales; 1% of time.

American Wealth Management, Inc.'s firm-level Form ADV reports 10 advisors across 6 offices; approximately 56.5 clients per advisor, average assets per client of $548,701, and regulatory AUM of $310M; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by American Wealth Management, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Sells Non-Advisory Products or Services

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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