American Wealth Administration Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and discretionary portfolio management to individuals, high‑net‑worth clients, families, trusts, estates and small businesses, and also offers standalone financial planning and consulting engagements. It offers both standard asset‑management arrangements and a wrap‑fee option that bundles trading with advisory services and delivers ongoing portfolio oversight.
The investment approach centers on fundamental analysis with a long‑term strategic allocation paired with a tactical overlay; portfolios are built from an Approved Holdings List that the firm reviews monthly and the firm enforces a stated minimum cash allocation for client households. The firm explicitly forbids use of options, margin, crypto, penny stocks, SPACs and certain private or unlisted securities, and supplements portfolio guidance with periodic strategist reports and a firm newsletter.
Compared with many peers, the firm’s advisory personnel may also implement commissionable products and insurance in their separate capacities and may provide accounting and tax services outside the advisory firm, arrangements the brochure discloses as potential conflicts to be managed. The firm also highlights several operational features that distinguish it from peers, including its governance by member units, a formal Approved Holdings process, an explicit policy on fee treatment during account declines, and maintained cyber and professional liability coverage.
Client services
Expertise
Fee options
Negotiated fixed fees for financial planning engagements based on expected hours; may be billed annually, semi-annually, or quarterly.
Advisory persons may earn commissions as registered representatives or insurance agents separate from advisory fees.
Up to $250 per hour for financial planning services.
Fee-only: Annual investment advisory fees range from 0.20% to 3.75% depending on factors including relationship size and complexity; fees are negotiable.
Main office
See office50 Glen Street, Suite 101
Glen Cove NY 11542
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Florida · Georgia · Louisiana · Nevada · New Hampshire · New Jersey · New York · Vermont · Wisconsin
Also doing business as
American Wealth · American Wealth Administration Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jonathan L
CFP®, Series 63, Series 65
Glen Cove, NY
American Wealth Administration Group LLC
Jonathan Lifschutz is a CFP® with 40 years of industry experience. He is a principal at American Wealth Administration Group LLC, where he has worked since 2016, and also has a background with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales related to investments. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a focus on capital preservation and utilizes a tactical overlay in portfolio construction, avoiding the use of options, margin, private equity, and cryptocurrencies.
Kevin H
Series 63
Glen Cove, NY
American Wealth Administration Group LLC
Kevin Hughes is a Series 63 licensed financial advisor with 29 years of industry experience. He has been with American Wealth Administration Group LLC since 2016 and briefly worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Hughes serves as a trustee for Butterfield Library/Westminster Institute and is a board member of the Westminster Development Review Board in Vermont. American Wealth Administration Group LLC provides discretionary investment management, wealth management, and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis with a tactical overlay, emphasizing capital preservation and excluding options, margin, private equity, and cryptocurrency from its strategies.
Timothy H
PFS™
Glen Cove, NY
American Wealth Administration Group LLC
Timothy Hughes is a PFS™ credentialed financial advisor with 11 years of experience at American Wealth Administration Group LLC and over 36 years as a CPA. He operates his own accountancy practice, Timothy J. Hughes, CPA, LLC, providing accounting services to business owners and individuals. American Wealth Administration Group LLC offers discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis to construct long-term core portfolios with a tactical overlay, emphasizing capital preservation and using mutual funds, ETFs, equities, and bonds.
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