American Wealth Administration Group Llc
- Regulatory AUM
- $48.3M
- Discretionary
- $39.8M
- Clients
- 167
- Avg AUM / client
- $289K
- Accounts
- 223
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $8.5M | 17.6% |
| High net worth individuals | 58 | $39.8M | 82.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Solomon Lifschutz | Managing Member And President | CFP | Sep 2014 (12y) | 75% or more of Jsl Wealth Management Llc (indirect) |
| Kevin John Hughes | Managing Member/Ceo/Chairman/Chief Compliance Officer | Feb 2016 (11y) | 25% – 50% | |
| Timothy John Hughes | Managing Member And Chief Financial Officer | Personal Financial Specialist | Feb 2016 (11y) | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $36.2M (75% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗