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 formed as an LLC and SEC-registered since 2015. The firm serves both individual and family clients as well as institutional and business clients, positioning itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of sub-advisers. Compensation arrangements are flexible and include percentage-of-AUM fees as well as hourly, fixed, and other fee types. The firm does not characterize itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1Stephanie Kelly
Chief Compliance OfficerCRD 3072708
Contacts
2 of 2
Pierre Adams
Partner, Investment Advisor RepresentativeCRD 2798030
Nicholas Danna
Partner, Investment Advisor RepresentativeCRD 4571403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$178M in ETFs
87%
$156M
13%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $33.1M | 240,689 | 18.57% |
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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