Adg Wealth Management Group, LLC
Adg Wealth Management Group, LLC is an SEC-registered mass-market adviser in Metairie, LA with $336.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Adg Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132341, SEC 801-81006, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $336.3M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Metairie, LA
- Employees
- 4
- Clients
- 569
- CRD
- 132341
- Ownership
- GUIDRY, PAUL, GERALD; DANNA, NICHOLAS, ALOYSIUS; DALTON, JOHN, HANSEN; ADAMS, PIERRE, LEMOINE; KELLY, STEPHANIE, Barousse
How much AUM does Adg Wealth Management Group, LLC have?
Adg Wealth Management Group, LLC reported $336.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Adg Wealth Management Group, LLC?
Disclosed owners and executives of Adg Wealth Management Group, LLC include GUIDRY, PAUL, GERALD, DANNA, NICHOLAS, ALOYSIUS, DALTON, JOHN, HANSEN, ADAMS, PIERRE, LEMOINE, KELLY, STEPHANIE, Barousse. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.