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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) |
| Phone | 316-267-3220 |
| Address | 301 N Main Street Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002061010 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Verizon Communications Inc | 1.2 | ||
| Netflix Inc | 1.2 | ||
| Johnson & Johnson | 1.2 | ||
| iShares Silver Trust | 1.1 | ||
| Evergy Inc | 1.0 | ||
| Visa Inc | 0.9 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 457.0 M |
|
Smith Financial Investment Advisors Inc
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IN | 456.9 M |
|
Moseley Investment Management Inc
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FL | 456.8 M |
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Wealth Advisors of Tampa Bay LLC
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Lucas Group Financial Planners Inc
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Truenorth Wealth & Impact LLC
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|
Florida Financial Advisors LLC
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FL | 456.1 M |
|
LGT Financial Advisors LLC
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TX | 456.1 M |
|
Cypress Asset Management Inc
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TX | 455.8 M |
|
Cove Private Wealth LLC
✚
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NY | 455.5 M |