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ADG WEALTH MANAGEMENT GROUP, LLC
CRD 132341File 801-81006
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$336.3M
Below cohort median (national)
Discretionary AUM
$280.4M
Non-discretionary $55.9M
Clients
569
1,553 accounts
Employees
4
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 25, 2015
- Principal office
- 433 METAIRIE ROAD, SUITE 500, METAIRIE, LA, 70005
- Phone
- 504-267-9880
- Website
- HTTP://WWW.ADGWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $336.3M
- Discretionary AUM
- $280.4M
- Non-discretionary AUM
- $55.9M
- Discretionary accounts
- 1,112
- Non-discretionary accounts
- 441
- Total accounts
- 1,553
- AUM per client
- $591K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $2.9M |
| High net worth individuals | 149 | $240.7M |
| Individuals (other than high net worth individuals) | 406 | $92.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 596 | 569 | decreased by27 |
| Mar 1, 2026 | AUM | $309,647,951 | $336,337,565 | increased by$26,689,614 |
| Mar 1, 2026 | Accounts | 1,235 | 1,553 | increased by318 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 553 | 596 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $341,395,704 | $309,647,951 | decreased by$31,747,753 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,316 | 1,235 | decreased by81 |
| Apr 1, 2022 | Clients | 559 | 553 | decreased by6 |
| Apr 1, 2022 | AUM | $286,934,477 | $341,395,704 | increased by$54,461,227 |
| Apr 1, 2022 | Accounts | 1,282 | 1,316 | increased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.