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| ADG Wealth Management Group LLC
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| |
|---|---|
| CRD # | 132341 |
| SEC # | 801-81006 |
| CIK # | |
| AUM | $279.1 MM (2024-03-21) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 504-267-9880 |
| Address | 433 Metairie Road, Suite 500 Metairie, LA 70005 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 410 | 84.6 |
| (b) Individuals (high net worth individuals) | 149 | 192.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,218 | 279.1 |
| By Discretionary | ||
| Discretionary | 974 | 221.6 |
| Non-Discretionary | 244 | 57.5 |
| Total | 1,218 | 279.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 279.1 | |
| United States Persons | 0.0 | |
| Total | 1,218 | 279.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
RBB Treasury LLC
✚
|
NY | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
Match Grade Advisors LLC
✚
|
SC | 0.3 |
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |