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| AGH Wealth Advisors LLC
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| CRD # | 146796 |
| SEC # | 801-69091 |
| CIK # | 0002061010 |
| AUM | 456.3 M (2026-03-02) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 316-267-3220 |
| Address | 301 N Main Street Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/2/2026) [Brochure] |
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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] |
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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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Clients | 23 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
CO | 457.0 M |
|
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|
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|
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|
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|
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