A. Firm Information American Wealth Administration Group LLC (“AWAG” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”), which is located in the State of New York. AWAG is organized as a Limited Liability Company (“LLC”) under the laws of the State of New York. AWAG was founded in March, 2016, and is owned and operated by Kevin J. Hughes (CEO/Chairman), Timothy J. Hughes (CFO) and Jonathan S. Lifschutz (President). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by AWAG. American Wealth Administration Group LLC (“AWAG” or the “Advisor") designates certain members (A member is a Unit owner of American Wealth Administration Group LLC “AWAG” or the “Advisor”) with specific titles in order to maximize the experience and talent of the company for the benefit of the clients of (“AWAG” or the Advisor”). Page 5 Chief Global Strategist (CGS)- The American Wealth Administration Group LLC (“AWAG” or the “Advisor”) Has designated Kevin J. Hughes, who is also the Chairman and CEO of American Wealth Administration Group LLC (“AWAG” or the “Advisor”) as the Chief Global Strategist (CGS)for American Wealth Administration Group LLC (“AWAG” or the “Advisor”). The role of the Chief Global Strategist (CGS) is to provide opinion and guidance to clients of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”) on all matters relative to the process of Wealth Administration and that may have a material impact upon strategy for the clients of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”) to include but not be limited to (Global Markets, Global Politics, Global Economics, Financial Industry news, Regulatory changes etc.). For the purposes of Asset Management and allocation the Chief Global Strategist (CGS) shall provide at least a Biannual Report, each year (But more than two may be issued) on the view of the World Markets, Politics and Strategy. "THE OPINION’S OF THE CHIEF GLOBAL STRATEGIST (CGS) ARE THE EXPRESS OPINIONS OF THE CHIEF GLOBAL STRATEGIST AND ARE BASED UPON HIS OR HER EXPERIENCES AND OBSERVATIONS AND NO ONE ELSE, WITHOUT EXCEPTION. The Chief Global Strategist (CGS)- opinions are for informational purposes only they are not designed and or intended to be used for investment decisions without the express approval, from a Wealth Administrator of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”), WITHOUT EXCEPTION. Senior Global Strategist (SGS)- The American Wealth Administration Group LLC (“AWAG” or the “Advisor”) Has designated Jonathan S Lifschutz, who is also the President of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”) as the Senior Global Strategist (SGS)for American Wealth Administration Group LLC (“AWAG” or the “Advisor”). The role of the Chief Global Strategist (SGS) is to provide opinion and guidance to clients of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”) on all matters relative to the process of Wealth Administration and that may have a material impact upon strategy for the clients of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”) to include but not be limited to (Global Markets, Global Politics, Global Economics, Financial Industry news, Regulatory changes etc.). For the purposes of Asset Management and allocation the Senior Global Strategist (SGS) shall provide at least a Bi-annual Report, each year (But more than two may be issued) on the view of the World Markets, Politics and Strategy. "THE OPINIONS OF THE SENIOR GLOBAL STRATEGIST (SGS) ARE THE EXPRESS OPINIONS OF THE SENIOR GLOBAL STRATEGIST AND ARE BASED UPON HIS OR HER EXPERIENCES AND OBSERVATIONS AND NO ONE ELSE, WITHOUT EXCEPTION. The Senior Global Strategist (SGS)- opinions are for informational purposes only they are not designed and or intended to be used for investment decisions without the express approval, from a Wealth Administrator of the American Wealth Administration Group LLC (“AWAG” or the “Advisor”), WITHOUT EXCEPTION. B. Advisory Services Offered AWAG offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses in New York and other states (each referred to as a “Client”). Wealth Management Services personal Client contact and interaction while providing discretionary investment management and planning portfolio. AWAG may recommend specific positions to increase sector or asset class weightings. The American Wealth Administration Group LLC may recommend employing cash positions as a benchmark strategy or asset allocation tool. AWAG works with each Client to identify their investment goals and objectives as well as risk tolerance. We may recommend selling

positions for reasons that include, but are not limited to, harvesting capital gains or losses, AWAG provides customized wealth management solutions for its Clients. AWAG will develop a long-term asset allocation that serves as the core portfolio strategy for each client. In the position[s] in the portfolio, change in risk tolerance of Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. addition, the Advisor will employ a tactical overlay for a portion of the Client’s portfolio. Portfolios are primarily constructed using mutual funds, Individual Bonds, exchange-traded funds (“ETFs”), and individual equities securities. The Advisor may identify one or more areas Page 6 of need, including, but not limited to investment planning, retirement planning, personal savings, education savings and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. AWAG may also refer Clients to an accountant, attorney or other specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. However, we recognize that circumstances may change such as health, travel or employment but we encourage a six to twelve month incubation period. Financial planning recommendations may pose a potential conflict between the interests of the Advisor and the interests of the Client. For example, a recommendation to engage the Advisor for investment management services or to increase the level of investment assets with the Advisor would pose a conflict, as it would increase the advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to effect the transaction through the Advisor. Financial planning services may be included in an overall wealth management engagement or provided as a separate service, pursuant to the terms of the agreement with the Client. C. Client Account Management Prior to engaging AWAG to provide advisory services, each Client is required to enter into one or more agreements with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – AWAG will work with each Client to develop a custom investment strategy designed in connection with the Client’s investment goals and objectives.
• Asset Allocation – AWAG will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.
• Portfolio Construction – AWAG will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. AWAG also maintains a master list of covered securities.
• Investment Management and Supervision – AWAG will provide investment management and ongoing oversight of the Client’s portfolio and overall account.
• Financial Consulting on Estate planning and life planning.
• WE FORBID THE USE OF OPTIONS TRADING, PENNY STOCKS, SPACS, MARGIN, OR MARGIN LOANS OF ANY KIND, AND CRYPTO INVESTING OF ANY KIND THROUGH OUR COMPANY.
• D. Wrap Fee Programs For some Clients, AWAG will include the securities transaction fees together with investment advisory fees to provide the Client with a single, bundled fee structure. This combination of fees is typically referred to as a “Wrap Fee Program”. AWAG customizes its investment management services for Clients. This Wrap Fee Program Page 7 Brochure is included as Appendix 1 to this Disclosure Brochure solely to discuss the fees and potential conflicts associated with a bundled fee. Please see Appendix I, which is always included with this Disclosure Brochure. E. Assets Under Management AWAG is a newly established advisor. Assets under management shall be reported following the Advisor’s March 31, 2024 Month end . Clients may request more current information at any time by contacting the Advisor.