AGH WEALTH ADVISORS, LLC
Firm details
- Headquarters
- WICHITA, Kansas
- CRD number
- 146796
- Registered since
- April 18, 2008
- Website
- www.aghwealth.com
- Custodians
- LPL FINANCIAL LLC, AMERICAN TRUST CUSTODY SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI45.24%
- Pension & Profit Sharing Plans43.38%
- Individuals11.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
AGH Wealth Advisors, LLC is an independent registered investment adviser formed in 2008 and organized as an LLC. The firm serves both individual and institutional clients and describes itself as a capital allocator that selects third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. AGH reports being an active ESG investor and lists affiliations with an accountant and an insurance company.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities18%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1PAUL ALLEN
Chief ExecutiveCRD 4478080
Contacts
3 of 6Bob Frey
Senior AssociateCRD 7625241
TIMOTHY PENNER
Senior Compliance AssociateCRD 4850001
Evan Terry
Investment Advisor RepresentativeCRD 7377432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$71.1M in ETFs
68%
$48.6M
32%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.9M | 21,343 | 19.52% |
Location
WICHITA, KS
SEDGWICK
Location
WICHITA, KS
Headquartered in WICHITA, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- SEDGWICK
- Address
- 301 N Main St
- Time zone
- CT (UTC-6)
- Office locations
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