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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.