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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

AMERICAN WEALTH ADMINISTRATION GROUP LLC

CRD 282683

GLEN COVE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbd31bf2-5fea-110b-9160-5ab8e5fcfe02

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2016 to Jul 8, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $48.3MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $39.8M
Private client RAUM: $48.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $16.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 223
Individual clients: 109
High net worth clients: 58
SEC number: 801-107222
CRD: 282683
Filings on the tape: 35
First filed: Jan 23, 2016
Latest filed: Jul 8, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN JOHN HUGHES	n/a	GLEN COVE, NY	10	30	2	no
TIMOTHY JOHN HUGHES	Personal Financial Specialist	Glen Cove, NY	0	36	1	no
JONATHAN SOLOMON LIFSCHUTZ	Certified Financial Planner	GLEN COVE, NY	0	41	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUGHES, KEVIN, JOHN	MANAGING MEMBER/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER	C	yes	02/2016	Feb 5, 2016	Sep 27, 2024
HUGHES, TIMOTHY, JOHN	MANAGING MEMBER AND CHIEF FINANCIAL OFFICER	C	yes	02/2016	Feb 5, 2016	Sep 27, 2024
LIFSCHUTZ, JONATHAN, SOLOMON	MANAGING MEMBER	E	yes	09/2014	Feb 5, 2016	Sep 27, 2024
LIFSCHUTZ, JONATHAN, SOLOMON	MANAGING MEMBER AND PRESIDENT	Na	yes	02/2016	Feb 5, 2016	Sep 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$48.3M	$39.8M	3	2	0	n/a	n/a
2024	Mar 31, 2025	$46.7M	$38.2M	3	2	0	n/a	n/a
2023	Mar 28, 2024	$38.0M	$34.0M	3	2	0	n/a	n/a
2022	Feb 28, 2023	$35.0M	$33.1M	3	2	0	n/a	n/a
2021	Mar 30, 2022	$33.6M	$29.3M	4	3	0	n/a	n/a
2020	Mar 30, 2021	$37.1M	$35.1M	4	3	0	n/a	n/a
2019	May 15, 2020	$33.9M	$31.4M	3	2	0	n/a	n/a
2018	Mar 31, 2019	$32.4M	$30.6M	4	2	0	n/a	n/a
2017	Mar 30, 2018	$36.2M	$34.0M	3	2	0	n/a	n/a
2016	Mar 31, 2017	$46.0M	$45.2M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$48.3M	$46.7M	3.6%	$35.0M	11.3%	3	3	0	0

Relationships

Registered with (3)

← JONATHAN SOLOMON LIFSCHUTZAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← TIMOTHY JOHN HUGHESAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← KEVIN JOHN HUGHESAdvisorregistration: current employment
Jul 13, 2016 to presentfactForm ADV

Controls (3)

← LIFSCHUTZ, JONATHAN, SOLOMONOwnerMANAGING MEMBER, ownership code E, individual
Feb 5, 2016 to Sep 27, 2024factForm ADV
← HUGHES, KEVIN, JOHNOwnerMANAGING MEMBER/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 5, 2016 to Sep 27, 2024factForm ADV
← HUGHES, TIMOTHY, JOHNOwnerMANAGING MEMBER AND CHIEF FINANCIAL OFFICER, ownership code C, individual
Feb 5, 2016 to Sep 27, 2024factForm ADV

Dated events

Occurred
Jan 23, 2016
First Form ADV filing
American Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbd31bf2-5fea-110b-9160-5ab8e5fcfe02
First observed: Jan 23, 2016
Last observed: Jul 8, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN WEALTH ADMINISTRATION GROUP LLC

CRD 282683

GLEN COVE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbd31bf2-5fea-110b-9160-5ab8e5fcfe02

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN JOHN HUGHES

n/a

GLEN COVE, NY

TIMOTHY JOHN HUGHES

Personal Financial Specialist

Glen Cove, NY

JONATHAN SOLOMON LIFSCHUTZ

Certified Financial Planner

GLEN COVE, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUGHES, KEVIN, JOHN

MANAGING MEMBER/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER

yes

02/2016

Feb 5, 2016

Sep 27, 2024

HUGHES, TIMOTHY, JOHN

MANAGING MEMBER AND CHIEF FINANCIAL OFFICER

yes

02/2016

Feb 5, 2016

Sep 27, 2024

LIFSCHUTZ, JONATHAN, SOLOMON

MANAGING MEMBER

yes

09/2014

Feb 5, 2016

Sep 27, 2024

LIFSCHUTZ, JONATHAN, SOLOMON

MANAGING MEMBER AND PRESIDENT

yes

02/2016

Feb 5, 2016

Sep 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$48.3M

$39.8M

n/a

2024

Mar 31, 2025

$46.7M

$38.2M

n/a

2023

Mar 28, 2024

$38.0M

$34.0M

n/a

2022

Feb 28, 2023

$35.0M

$33.1M

n/a

2021

Mar 30, 2022

$33.6M

$29.3M

n/a

2020

Mar 30, 2021

$37.1M

$35.1M

n/a

2019

May 15, 2020

$33.9M

$31.4M

n/a

2018

Mar 31, 2019

$32.4M

$30.6M

n/a

2017

Mar 30, 2018

$36.2M

$34.0M

n/a

2016

Mar 31, 2017

$46.0M

$45.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$48.3M

$46.7M

3.6%

$35.0M

11.3%