AGH Wealth Advisors, LLC

RIASEC Registered

Total AUM

$456M

Discretionary

$456M

100% of AUM

Avg account

$933K

Accounts

489

Employees

Advisory reps

Firm details

Headquarters: Wichita, Kansas
CRD number: 146796
Registered since: April 18, 2008
Website: www.aghwealth.com
Custodians: LPL FINANCIAL LLC, AMERICAN TRUST CUSTODY SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI45.24%
Pension & Profit Sharing Plans43.38%
Individuals11.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

AGH Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that provides planning and portfolio management for individuals, families, small businesses and institutions. The firm is SEC-registered (initial registration in 2008) and operates as a capital allocator, blending direct portfolio management with selection of third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and businesses, pension consulting and advisor selection. Fee arrangements include percentage‑of‑AUM billing alongside hourly and other fee structures. The firm identifies as an active ESG investor and maintains industry ties with accounting and insurance firms.