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ADG WEALTH MANAGEMENT GROUP, LLC
CRD 132341 · SEC 801-81006
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA, 70005, United States
Phone
504-267-9880
Fax
504-267-9881
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.3M
Discretionary AUM
$280.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 406 | $92.8M |
| High net worth individuals | 149 | $240.7M |
| Corporations/business entities | 14 | $2.9M |
States served
AL, GA, LA, MS, NC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD