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AOG WEALTH MANAGEMENT

11911 Freedom Drive
Suite 730
Reston, Virginia 20190
Tel: 703-757-8020

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About AOG WEALTH MANAGEMENT

AOG WEALTH MANAGEMENT, formally registered with the SEC as AOG WEALTH MANAGEMENT. The firm was established in 03/15/2013. They have over 4 offices throughout the country.

AOG WEALTH MANAGEMENT is a Reston, Virginia based Financial Planning firm with nearly $341,281,685 assets under management, offering retirement planning & investment advisory services to 1056 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159026
SEC#801-77736
Assets Managed by Firm$341,281,685
No. of Clients1056
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1056$341,281,685
Individuals (other than high net worth individuals)252$98,591,874
High net worth individuals87$166,856,527
Pension and profit sharing plans3$511,854
Charitable organizations17$8,538,613
Corporations or other businesses6$2,028,157

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