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AGH WEALTH ADVISORS, LLC
CRD 146796File 801-69091
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$456.3M
Above cohort median (national)
Discretionary AUM
$456.3M
Clients
489
489 accounts
Employees
6
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 18, 2008
- Principal office
- 301 N. MAIN STREET, SUITE 1700, WICHITA, KS, 67202
- Phone
- 316-267-3220
- Website
- HTTP://WWW.AGHWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $456.3M
- Discretionary AUM
- $456.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 489
- Non-discretionary accounts
- 0
- Total accounts
- 489
- AUM per client
- $933K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $206.4M |
| Pension and profit sharing plans | 24 | $197.9M |
| Individuals (other than high net worth individuals) | 245 | $52.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — THIRD PARTY ADVISER REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 455 | 489 | increased by34 |
| Apr 1, 2026 | AUM | $439,945,283 | $456,334,303 | increased by$16,389,020 |
| Apr 1, 2026 | Accounts | 455 | 489 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 393 | 455 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $163,015,611 | $439,945,283 | increased by$276,929,672 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 356 | 455 | increased by99 |
| Mar 1, 2022 | Clients | 379 | 393 | increased by14 |
| Mar 1, 2022 | AUM | $136,970,751 | $163,015,611 | increased by$26,044,860 |
| Mar 1, 2022 | Accounts | 342 | 356 | increased by14 |
| 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 “AGH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AGH 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.