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 that has been SEC-registered since 2008. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends in-house advice with selection of third-party managers. Its client engagement model includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fees are charged on a percentage-of-AUM basis alongside hourly and other fee arrangements. The firm reports being an active ESG investor and maintains industry relationships with accountants 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 1
Paul Allen
Chief ExecutiveCRD 4478080
Contacts
3 of 6
Bob 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 26Active vs passive
$80.4M in ETFs
69%
$55.3M
31%
$25.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.4M | 21,937 | 20.40% |
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
Similar firms
Redstone Advisors Inc
RIAWichita, KS
Market Investment Group, LLC
RIAWichita, KS
Gentry Private Wealth
RIAWichita, KS
Pinion Wealth Management, LLC
RIAWichita, KS
Wealth Alliance Advisory Group, LLC
RIAWichita, KS
Adamsbrown Wealth Consultants LLC
RIAWichita, KS