Bank / Wealth / TrustRIA · CRD 282683SEC-Registered

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American Wealth Administration Group

American Wealth Administration Group is an SEC-registered investment adviser in GLEN COVE, NY, registered since 2016. The firm manages $48 million in assets,...

American Wealth Administration Group logo

American Wealth Administration Group

American Wealth Administration Group is an SEC-registered investment adviser in GLEN COVE, NY, registered since 2016. The firm manages $48 million in assets, with $40 million on a discretionary basis. It employs 3 staff members, including 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Glen Cove

Corporate office

Glen Cove, NY, United States

Frequently asked questions

Does American Wealth Administration Group manage investments directly?

There is no public evidence that American Wealth Administration Group deploys capital directly. The firm's classification and name emphasize administration — trusts, estates, tax coordination — rather than portfolio management. It likely serves as a fiduciary and administrative hub, with investment decisions made by a separate family entity, family council, or external advisor.

Who are the principals behind American Wealth Administration Group?

Leadership and ownership details are not publicly disclosed. The firm maintains no outward-facing executive profiles or named principals in public record. This opacity is consistent with administrative family office structures that prioritize client confidentiality over market visibility.

What is the firm's known posture on co-investments or external manager selection?

Given its administrative rather than investment-focused structure, American Wealth Administration Group is not known to originate co-investments or select external managers. Those functions, if they occur, would likely be handled by a separate investment office or family investment committee.

How is American Wealth Administration Group different from a traditional single-family office?

Traditional single-family offices typically bundle investment management with administration under one roof. American Wealth Administration Group appears to unbundle that model — focusing narrowly on the fiduciary, trust, and administrative functions. The investment function is structurally separate, a design that can offer clearer liability walls and specialized governance for wealthy families.

Is American Wealth Administration Group regulated?

Entities performing trust and fiduciary services in New York are generally subject to state regulatory oversight, though the specific registrations of American Wealth Administration Group are not publicly detailed. Its classification under 'Bank / Wealth / Trust' suggests a fiduciary posture that would involve some level of regulatory compliance.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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