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AMERICAN WEALTH ADMINISTRATION GROUP LLC
CRD 282683File 801-107222
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$48.3M
Bottom 25% of cohort (national)
Discretionary AUM
$39.8M
Non-discretionary $8.5M
Clients
167
223 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 10, 2016
- Principal office
- 50 GLEN STREET, SUITE 101, GLEN COVE, NY, 11542
- Phone
- (516) 833-6800
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.3M
- Discretionary AUM
- $39.8M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 167
- Non-discretionary accounts
- 56
- Total accounts
- 223
- AUM per client
- $289K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $39.8M |
| Individuals (other than high net worth individuals) | 109 | $8.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.