|
⚲
|
| AGH Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 146796 |
| SEC # | 801-69091 |
| CIK # | |
| AUM | $197.2 MM (2024-07-02) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 316-267-3220 |
| Address | 301 N Main Street Wichita, KS 67202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 49.8 |
| (b) Individuals (high net worth individuals) | 149 | 147.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 197.2 |
| By Discretionary | ||
| Discretionary | 417 | 197.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 197.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.2 | |
| Total | 417 | 197.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
46 Peaks LLC
✚
|
PA | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |
|
724 Capital LLC
✚
|
MI | 0.2 |
|
Angelus Investment Consulting Inc
✚
|
FL | 0.2 |
|
Defined Wealth Management LLC
✚
|
OR | 0.2 |
|
True Wealth Advisory Group LLC
✚
|
FL | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
Johnson Wealth Management LLC
✚
|
ND | 0.2 |