ADG WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$336M

Discretionary

$280M

83% of AUM

Avg account

$217K

Accounts

1,553

Employees

Advisory reps

Firm details

Headquarters: METAIRIE, Louisiana
CRD number: 132341
Registered since: February 25, 2015
Website: www.adgwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI71.56%
Individuals27.59%
Corporations / Businesses0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ADG Wealth Management Group, LLC is an independent, SEC-registered RIA that began registration in 2015 and is organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Its advisory scope also includes selection of other advisers and pension consulting services, and the firm identifies itself as a capital allocator—willing to deploy client capital into external managers when appropriate. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly and fixed-fee engagements. The record does not characterize ADG as an ESG-focused or multi-state specialist; it lists a mix of discretionary and non-discretionary relationships and indicates the firm is not categorized as a pension consultant in one administrative field, though pension consulting appears among stated advisory activities.