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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 $141,137,849 assets under management, offering retirement planning & investment advisory services to 382 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146796
SEC#801-69091
Assets Managed by Firm$141,137,849
No. of Clients382
No. of Advisors5

Fee Structure

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

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total382$141,137,849
Individuals (other than high net worth individuals)264$44,850,693
High net worth individuals118$96,287,156

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CREATIVE PLANNING
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ONEDIGITAL INVESTMENT ADVISORS
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Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

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