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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ADG Wealth Management Group LLC
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|---|---|
| CRD # | 132341 |
| SEC # | 801-81006 |
| CIK # | 0002053824 |
| AUM | $309.6 M (2025-03-24) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 504-267-9880 |
| Address | 433 Metairie Road, Suite 500 Metairie, LA 70005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 1.3 | ||
| Apple Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Microsoft Corp | 0.2 | ||
| Textron Inc | 0.2 | ||
| Recursion Pharmaceuticals Inc | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 98.8 |
| (b) Individuals (high net worth individuals) | 140 | 205.3 |
| (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 | 18 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,235 | 309.6 |
| By Discretionary | ||
| Discretionary | 1,006 | 250.2 |
| Non-Discretionary | 229 | 59.5 |
| Total | 1,235 | 309.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.6 | |
| Total | 1,235 | 309.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053824] |
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|---|---|---|
|
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Questmont Virtual Family Office LLC
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M3 Advisory Group LLC
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MA | 0.3 |
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Bear Mountain Capital Inc
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Melfa Wealth Management Inc
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Arcadia Wealth Management Inc
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NY | 0.3 |
|
Royal Oak Financial Advisors LLC
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MI | 0.3 |
|
Laraway Financial Advisors Inc
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MN | 0.3 |
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Tagstone Capital Inc
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NC | 0.3 |