ADG Wealth Management Group, LLC
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 132341
- Registered since
- February 25, 2015
- Website
- www.adgwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.56%
- Individuals27.59%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ADG Wealth Management Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (registered in 2015) and describes itself as a capital allocator serving both individual & family clients and institutional clients. Advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm uses multiple fee arrangements (percentage of AUM, hourly, fixed fees and other structures) and is identified as a non-ESG active investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents8%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$180M in ETFs
87%
$156M
13%
$23.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $34.3M | 241,345 | 19.07% |
Location
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 433 Metairie Rd
- Time zone
- CT (UTC-6)
- Office locations
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