ADG WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$336,337,565
Discretionary
$280,400,942
Non-discretionary
$55,936,623
Firm details
- CRD number
- 132341
- SEC file number
- 801-81006
- Main office
- METAIRIE, LA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.ADGWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.