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American Wealth Administration Group LLC

American Wealth Administration Group LLC. CRD 282683

A

CRD: 282683

American Wealth Administration Group LLC

Glen Cove, NY, 11542
5168336800
$48.3M Total AUM
$39.8M Disc. AUM
11.3% 3Y CAGR
3 Employees
334 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
02-10-2016
Office Locations
2

Office Locations

50 Glen Cove Road Suite 101 Glen Cove NY
50 Glen Cove Street Glen Cove NY

About American Wealth Administration Group LLC

American Wealth Administration Group LLC is a Glen Cove-based RIA with 2 offices. The firm has been operating for 10 years. Managing $48.3M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.

Team overview

-- AVG AGE
$24.2M AVG AUM / ADVISOR
$144.7K AVG AUM / CLIENT
9.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Unison Frontier Atlas

Client Personas

Eagle bridge

Investment Themes

Momentum pioneer

Investment Vehicles

Vital Vital

Services

Foundation wave Ember Alpha insight Vertex wave Element Frontier element Unison peak

Owner & Executives

K

KEVIN JOHN HUGHES

Chairman, Chief Compliance Officer, Chief Executive Officer, Managing Member, Vice President of Investments

CRD
#2751010
Ownership
25% but less than 50%
(261) 331-3960
delta.horizon@signalcapital.com
in linkedin.com/in/bridge-glacier
T

TIMOTHY JOHN HUGHES

Advisor, Chief Financial Officer, Managing Member

CRD
#6316019
Ownership
25% but less than 50%
(620) 806-5560
legacy.atlas@momentumcapital.com
in linkedin.com/in/frontier-alpha
V

Value pathway

Focus horizon

CRD
#40413
Ownership
17.2%
(661) 708-4404
unison.optima@zenithcapital.com
in linkedin.com/in/optima-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
02-28-2023
09-27-2024
03-31-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $39,845,000 $238,593
Non-Discretionary $8,500,000 $151,786
Total $48,345,000 $216,794

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Separately Managed Accounts

Total SMA Asset: $48,345,000

$48.3M Total SMA
Cash:
16.7%
Corporate - Investment Grade:
35.4%
Equity - OTC:
12.0%
Corporate - Non-Investment Grade:
26.6%
Municipal Bonds:
9.3%
Asset class Assets Assets %
Cash $923,722,761 16.7%
Corporate - Investment Grade $1,958,071,002 35.4%
Equity - OTC $663,752,882 12.0%
Corporate - Non-Investment Grade $1,471,318,889 26.6%
Municipal Bonds $514,408,483 9.3%
Total $5,531,274,017 100.0%

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