# American Wealth Administration Group LLC

> American Wealth Administration Group LLC is an SEC-registered investment advisory firm in Glen Cove, NY, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 282683
- Filed as: AMERICAN WEALTH ADMINISTRATION GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Cove, NY
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282683
- AdvisorCensus page: https://advisorcensus.com/firm/american-wealth-administration-group-llc-glen-cove-ny-282683

## Quick answers

**How is American Wealth Administration Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Wealth Administration Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**How much does American Wealth Administration Group LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.2% to 3.75% a year (a range, as the brochure states it); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is American Wealth Administration Group LLC located?**
American Wealth Administration Group LLC's principal office is in Glen Cove, NY, according to its Form ADV.

**Is American Wealth Administration Group LLC registered with the SEC or a state?**
American Wealth Administration Group LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282683.

**How much does American Wealth Administration Group LLC manage?**
American Wealth Administration Group LLC reports $48,345,000 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (82% discretionary).

**How have American Wealth Administration Group LLC's assets and staff changed since 2021?**
In the Form ADV data for American Wealth Administration Group LLC: Regulatory assets under management: $37,058,720 in the October 2021 data and $48,345,000 in the October 2026 data, up 30%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Wealth Administration Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (58).

**Which custodians does American Wealth Administration Group LLC use?**
American Wealth Administration Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does American Wealth Administration Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282683

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.2% to 3.75% a year (a range, as the brochure states it)

> Investment advisory fees are charged at an annual rate ranging from 0. 20% to 3.75% depending on several factors, including the overall size of the relationship and the complexity of the services to be provided.

- Hourly rate: $250 an hour (financial planning services)

> AWAG offers financial planning services on either an hourly basis or a fixed engagement fee. Hourly engagements are billed at a rate of up to $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $48,345,000
- Discretionary: $39,845,000
- Non-discretionary: $8,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $8,500,000 |
| High net worth individuals | 58 | $39,845,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, LA, NH, NJ, NV, NY, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $37,058,720 | 4 | April 16, 2021 |
| October 2022 | $33,574,000 | 4 | March 30, 2022 |
| October 2023 | $35,036,000 | 3 | February 28, 2023 |
| October 2024 | $45,453,365 | 3 | September 27, 2024 |
| October 2025 | $46,686,000 | 3 | March 31, 2025 |
| October 2026 | $48,345,000 | 3 | July 8, 2026 |

Regulatory assets under management: $37,058,720 in the October 2021 data and $48,345,000 in the October 2026 data, up 30%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Wealth Administration Group LLC (CRD 282683): Form ADV filing data as of October 2026.