AMERICAN WEALTH ADMINISTRATION GROUP LLC
CRD #282683 SEC #801-107222 GLEN COVE, NY (516) 833-6800
SEC Registered
Total AUM
$46.7M
Discretionary
$38.2M
Employees
3
Clients
26
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $46.7M | $38.2M | $8.5M | 3 | 0 |
| Sep 2024 | $45.5M | $41.5M | $4M | 3 | 0 |
| Mar 2024 | $38M | $34M | $4M | 3 | 0 |
| Feb 2023 | $35M | $33.1M | $1.9M | 3 | 0 |
| Mar 2022 | $33.6M | $29.3M | $4.2M | 4 | 0 |
| Apr 2021 | $37.1M | $35.1M | $2M | 4 | 0 |
| Mar 2021 | $37.1M | $35.1M | $2M | 4 | 0 |
| Oct 2020 | $33.9M | $31.4M | $2.4M | 3 | 0 |
| Jun 2020 | $33.9M | $31.4M | $2.4M | 3 | 0 |
| May 2020 | $33.9M | $31.4M | $2.4M | 3 | 0 |
| Mar 2019 | $32.4M | $30.6M | $1.7M | 4 | 0 |
| Nov 2018 | $36.2M | $34M | $2.2M | 3 | 0 |
| Mar 2018 | $36.2M | $34M | $2.2M | 3 | 0 |
| Apr 2017 | $46M | $45.2M | $754.4K | 4 | 200 |
| Mar 2017 | $46M | $45.2M | $754.4K | 4 | 200 |
| Oct 2016 | $45.6M | $45.6M | $0 | 4 | 0 |
| Aug 2016 | $45.6M | $45.6M | $0 | 4 | 0 |
| Jul 2016 | $45.6M | $45.6M | $0 | 4 | 0 |
| Jun 2016 | $45.6M | $45.6M | $0 | 4 | 0 |
| May 2016 | $41.1M | $41.1M | $0 | 4 | 0 |
| Apr 2016 | $41.1M | $41.1M | $0 | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 4 | 0 |
| Jan 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$46.7M
Discretionary$38.2M
Non-Disc.$8.5M
Employees3
Clients0
DateSep 2024
Total AUM$45.5M
Discretionary$41.5M
Non-Disc.$4M
Employees3
Clients0
DateMar 2024
Total AUM$38M
Discretionary$34M
Non-Disc.$4M
Employees3
Clients0
DateFeb 2023
Total AUM$35M
Discretionary$33.1M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2022
Total AUM$33.6M
Discretionary$29.3M
Non-Disc.$4.2M
Employees4
Clients0
DateApr 2021
Total AUM$37.1M
Discretionary$35.1M
Non-Disc.$2M
Employees4
Clients0
DateMar 2021
Total AUM$37.1M
Discretionary$35.1M
Non-Disc.$2M
Employees4
Clients0
DateOct 2020
Total AUM$33.9M
Discretionary$31.4M
Non-Disc.$2.4M
Employees3
Clients0
DateJun 2020
Total AUM$33.9M
Discretionary$31.4M
Non-Disc.$2.4M
Employees3
Clients0
DateMay 2020
Total AUM$33.9M
Discretionary$31.4M
Non-Disc.$2.4M
Employees3
Clients0
DateMar 2019
Total AUM$32.4M
Discretionary$30.6M
Non-Disc.$1.7M
Employees4
Clients0
DateNov 2018
Total AUM$36.2M
Discretionary$34M
Non-Disc.$2.2M
Employees3
Clients0
DateMar 2018
Total AUM$36.2M
Discretionary$34M
Non-Disc.$2.2M
Employees3
Clients0
DateApr 2017
Total AUM$46M
Discretionary$45.2M
Non-Disc.$754.4K
Employees4
Clients200
DateMar 2017
Total AUM$46M
Discretionary$45.2M
Non-Disc.$754.4K
Employees4
Clients200
DateOct 2016
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2016
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0