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AGH WEALTH ADVISORS, LLC

301 N. Main Street
Suite 1700
Wichita, Kansas 67202
Tel: 316-267-3220

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About AGH WEALTH ADVISORS, LLC

AGH WEALTH ADVISORS, LLC, formally registered with the SEC as AGH WEALTH ADVISORS, LLC. The firm was established in 04/18/2008. They have over 2 offices throughout the country.

AGH WEALTH ADVISORS, LLC is a Wichita, Kansas based Financial Planning firm with nearly $197,222,009 assets under management, offering retirement planning & investment advisory services to 417 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146796
SEC#801-69091
Assets Managed by Firm$197,222,009
No. of Clients417
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (THIRD PARTY ADVISER REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (HOURLY CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total417$197,222,009
Individuals (other than high net worth individuals)268$49,838,820
High net worth individuals149$147,383,189

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ONEDIGITAL INVESTMENT ADVISORS
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MARINER WEALTH
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AE WEALTH MANAGEMENT, LLC
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$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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