AG Wealth Management, Pllc

Overview

AG Wealth Management, Pllc is a small, independent registered investment adviser run under individual ownership that provides fee-based financial planning and discretionary portfolio management for both individual/family and institutional clients. The firm lists a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — and also performs accountant-related business activities. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and the selection of other advisers, which points to a hybrid model of direct portfolio management and curated manager relationships. Investment activity is concentrated in publicly traded equities and exchange-traded vehicles. The firm identifies itself as a capital allocator, which suggests it evaluates and can recommend outside managers or strategies, but its portfolio profile shows a clear preference for listed equity exposure rather than broad use of private alternatives. AG Wealth Management, Pllc does not list itself as an active ESG investor and operates on a single-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices