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AMERICAN WEALTH ADMINISTRATION GROUP LLC

GLEN COVE, NY · CRD 282683 · IAPD ↗ · (516) 833-6800

$48.3MRegulatory AUM
2Advisory reps
3Employees
167Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — AMERICAN WEALTH ADMINISTRATION GROUP LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.