American Wealth Administration Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glen Cove, NY. Its latest Form ADV filing, dated March 27, 2026, reports $48M in regulatory assets under management, 3 employees, and 223 accounts.
Assets Under Management
$48M
Employees
3
Offices
--
Total Clients
167
Primary office
GLEN COVE, NY
50 GLEN COVE ROAD, SUITE 101, GLEN COVE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
109
2
HNWI
34.7%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$48Mas of March 27, 2026
Discretionary82.4%
$40M
82% of total RAUM82.4%
Non-discretionary17.6%
$9M
18% of total RAUM17.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$48M
Total Accounts223
10Y AUM Change+$2M (+5.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee56:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.