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AMERICAN WEALTH ADMINISTRATION GROUP LLC
CRD 282683 · SEC 801-107222
50 GLEN COVE ROAD, SUITE 101, GLEN COVE, NY, 11542, United States
Phone
(516) 833-6800
Fax
(516) 833-6969
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$48.3M
Discretionary AUM
$39.8M
Team
3 total employees; 2 advisory reps; 167 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $8.5M |
| High net worth individuals | 58 | $39.8M |
States served
VT, AZ, CA, GA, LA, NV, NJ, NY, WI, NH, FL
Official SEC filing: View on IAPD