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| Happy Holidays!! thanks for using AUM13F!! |
| AGH Wealth Advisors LLC
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| CRD # | 146796 |
| SEC # | 801-69091 |
| CIK # | 0002061010 |
| AUM | $439.9 M (2025-07-15) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 316-267-3220 |
| Address | 301 N Main Street Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002061010 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| SPDR Gold Trust | 5.3 | ||
| Nvidia Corp | 5.0 | ||
| Apple Inc | 4.8 | ||
| Amazon Com Inc | 3.0 | ||
| Facebook Inc | 2.6 | ||
| Broadcom Inc | 2.6 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Netflix Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| VISA Inc | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Exxon Mobil Corp | 1.1 | ||
| Verizon Communications Inc | 1.1 | ||
| Lilly Eli & Co | 0.9 | ||
| Evergy Inc | 0.8 | ||
| Salesforce Com Inc | 0.8 | ||
| Tesla Motors Inc | 0.8 | ||
| Bank of America Corp /DE/ | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 49.5 |
| (b) Individuals (high net worth individuals) | 200 | 318.8 |
| (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 | 6 | 71.6 |
| (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 | 455 | 439.9 |
| By Discretionary | ||
| Discretionary | 455 | 439.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 455 | 439.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.9 | |
| Total | 455 | 439.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002061010] |
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