AGH Wealth Advisors LLC

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AGH Wealth Advisors LLC
CRD #146796
SEC #801-69091
CIK #0002061010
AUM 456.3 M (2026-03-02)
Employees 6 (100% Investors, 100% Brokers)
Fees
Minimum
Phone316-267-3220
Address301 N Main Street
Wichita, KS 67202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002007201320202027
Fees and Compensation — Form ADV Part 2A (3/2/2026) [Brochure]
Fees and Compensation - Item 5

 AGH Wealth charges the following fees for its investment advisory services:

 Portfolio Management Services - Wrap Fee Program Fees
 Detailed information about the AGH Wealth Wrap Fee Program and program fees is provided in the Form ADV
 Part 2A, Appendix 1 (Wrap Brochure) that is attached to this Form ADV Part 2A Disclosure Brochure.

AGH Wealth Advisors, LLC
Form ADV Part 2A

 Retirement Plan Consulting and General Consulting Services Fees
 Advisory and retirement plan consulting services are offered for negotiable hourly rate of $350. Occasionally, we
 may opt to charge a fixed fee or a fee based on a percentage of plan assets. This fee can range from 0.15% to
 2.00%. In any case, the exact fee payable by the client will be clearly listed in the services agreement signed by
 the firm and the client. All Fees are payable as invoiced. AGH Wealth will not have access to client funds for
 payment of fees without the client’s written consent.

 AGH Wealth or the client may terminate the Consulting Agreement in accordance with the terms of the
 Agreement. Refunds are not applicable as fees are payable in arrears.

 Third Party Adviser (TPAs) Fees
 AGH Wealth will perform management searches of various independent registered investment advisers for
 referral to AGH Wealth clients. AGH Wealth will share in the fee paid to the TPA. The management fee is disclosed
 in the TPA's disclosure documents. These fees may or may not be negotiable. AGH Wealth's compensation may
 differ depending upon the firm’s individual agreement with each TPA. AGH Wealth or its Associated Persons may
 have an incentive to recommend one TPA over another TPA with whom it has less favorable compensation
 arrangements or other advisory programs offered by TPAs with which it has no compensation arrangements.

 Additional Fees and Expenses
 The fees AGH Wealth charges are negotiable based on the amount of assets under management, complexity of
 Client goals and objectives, and level of services rendered. Fees are charged as described above and are not based
 on a share of capital gains of the funds of any advisory Client.

 Negotiability of Fees: We allow Associated Persons servicing the account to negotiate the exact investment
 management fees within the range disclosed in our Form ADV Part 2A Brochure. As a result, the Associated Person
 servicing your account may charge more or less for the same service than another Associated Person of our firm.
 Further, our annual investment management fee may be higher than that charged by other investment advisors
 offering similar services/programs.

 Billing on Cash Positions: The firm treats cash and cash equivalents as an asset class. Accordingly, unless otherwise
 agreed in writing, all cash and cash equivalent positions (e.g., money market funds, etc.) are included as part of
 assets under management for purposes of calculating the firm’s advisory fee. At any specific point in time,
 depending upon perceived or anticipated market conditions/events (there being no guarantee that such
 anticipated market conditions/events will occur), the firm may maintain cash and/or cash equivalent positions for
 defensive, liquidity, or other purposes. While assets are maintained in cash or cash equivalents, such amounts
 could miss market advances and, depending upon current yields, at any point in time, the firm’s advisory fee could
 exceed the interest paid by the client’s cash or cash equivalent positions.

 Periods of Portfolio Inactivity: The firm has a fiduciary duty to provide services consistent with the client’s best
 interest. As part of its investment advisory services, the firm will review client portfolios on an ongoing basis to
 determine if any changes are necessary based upon various factors, including but not limited to investment
 performance, fund manager tenure, style drift, account additions/withdrawals, the client’s financial
 circumstances, and changes in the client’s investment objectives. Based upon these and other factors, there may
 be extended periods of time when the firm determines that changes to a client’s portfolio are neither necessary
 nor prudent. Notwithstanding, unless otherwise agreed in writing, the firm’s annual investment advisory fee will
 continue to apply during these periods, and there can be no assurance that investment decisions made by the
 firm will be profitable or equal any specific performance level(s).

 All fees paid to AGH Wealth for investment advisory services are separate and distinct from the fees and expenses
 charged to shareholders by investment companies like unit investment trusts, mutual funds or exchange traded
 funds. These fees and expenses are described in each fund's prospectus. These fees generally include a

AGH Wealth Advisors, LLC
Form ADV Part 2A

 management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, you
 may pay an initial or deferred sales charge.

 You could invest in a mutual fund directly, without the services of AGH Wealth. In which case, you would not
 receive ongoing planning and portfolio management services provided by AGH Wealth, which are designed,
 among other things, to assist you in determining which mutual fund or funds are most appropriate to your
 financial condition and objectives. Accordingly, you should review both the fees charged by the funds and the
 fees charged by AGH Wealth to fully understand the total amount of fees to be paid by you to evaluate the
 advisory services being provided. Although AGH Wealth uses its best efforts to purchase lower cost mutual fund
 shares when available, some mutual fund companies do not offer institutional classes to us or funds that do not
 pay 12b-1 distribution fees.

 ERISA Accounts: AGH Wealth is deemed to be a fiduciary to advisory Clients that are employee benefit plans or
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/2/2026) [Brochure]
Types of Clients - Item 7

 We offer investment advisory services to individuals, banks and thrift institutions, retirement plans, trusts,
 estates, charitable organizations, corporations, and other business or government entities.

 AGH Wealth requires a minimum account size of $5,000 to establish an advisory relationship.

AGH Wealth Advisors, LLC
Form ADV Part 2A

                       Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 AGH Wealth advisors may use various methods to determine an appropriate investment strategy for your
 portfolio with the goal of reducing risk and increasing performance in each customized portfolio. We seek to
 recommend investment strategies or products that will give you a diversified portfolio consistent with your
 investment objective. We do this by analyzing the various products, investment strategies, and money
 management firms to which we provide access. That analysis includes a review of the structure, cost, and
 investment performance history of each program.
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 7.3
Nvidia Corp 5.7
Apple Inc 5.5
Microsoft Corp 3.9
Broadcom Inc 2.9
Amazon Com Inc 2.8
Alphabet Inc 2.1
Alphabet Inc 2.1
Facebook Inc 1.9
J P Morgan Chase & Co 1.8
View All
Holdings by Sector ($M)
14011284562802023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 245 52.0
(b) Individuals (high net worth individuals) 220 206.4
(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 24 197.9
(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 0 0.0
(n) Other 0 0.0
Total 489 456.3
By Discretionary
Discretionary 489 456.3
Non-Discretionary 0 0.0
Total 489 456.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 456.3
Total 489 456.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002061010]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients23
ServesInstitutional, Retail
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