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| ADG Wealth Management Group LLC
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|---|---|
| CRD # | 132341 |
| SEC # | 801-81006 |
| CIK # | 0002053824 |
| AUM | 336.3 M (2026-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 504-267-9880 |
| Address | 433 Metairie Road, Suite 500 Metairie, LA 70005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 1.7 | ||
| Apple Inc | 1.3 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Microsoft Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 92.8 |
| (b) Individuals (high net worth individuals) | 149 | 240.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,553 | 336.3 |
| By Discretionary | ||
| Discretionary | 1,112 | 280.4 |
| Non-Discretionary | 441 | 55.9 |
| Total | 1,553 | 336.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.3 | |
| Total | 1,553 | 336.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053824] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mullaney Keating & Wright Inc
✚
|
CT | 337.0 M |
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WrapManager Inc
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CA | 336.7 M |
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Kilner Capital Advisors LLC
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MD | 336.7 M |
|
Capital Ideas LLC
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TX | 336.2 M |
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Cogent Strategic Wealth LLC
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IL | 336.0 M |
|
Bennett Selby Investments Limited Partnership
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|
Shared Vision Wealth Group LLC
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|
335.9 M | |
|
Mid-American Wealth Advisory Group Inc
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|
MO | 335.6 M |
|
Pollock Investment Advisors LLC
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|
MI | 335.5 M |
|
Personal Financial Profiles Inc
✚
|
FL | 335.3 M |