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Adg Wealth Management Group, LLC

● SEC registered since 2015CRD 132341SEC# 801-81006Metairie, LA
Export (members)
Reg. AUM
$309.6M
Employees
4
Accounts
1,235
Location
Metairie, LA

Adg Wealth Management Group, LLC assets under management

Adg Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Metairie, LA. The firm has been registered since 2015. It reports $309.6 million in regulatory assets under management and employs 4 people.
www.adgwealth.comView on SEC.gov ↗

Adg Wealth Management Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Nicholas Aloysius Danna ControlMember50-75%2012
Pierre Lemoine Adams ControlMember50-75%2012
Stephanie Barousse KellyChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Adg Wealth Management Group, LLC manage?

Adg Wealth Management Group, LLC reports $309.6 million in regulatory assets under management on its Form ADV.

How many employees does Adg Wealth Management Group, LLC have?

Adg Wealth Management Group, LLC reports 4 employees.

Where is Adg Wealth Management Group, LLC located?

Adg Wealth Management Group, LLC is based in Metairie, LA and has been SEC-registered since 2015.

Does Adg Wealth Management Group, LLC disclose fund performance?

Adg Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address433 Metairie Road, Suite 500, Metairie, LA 70005
Phone504-267-9880
Fax504-267-9881
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2053824
Discloses disciplinary historyNo

Assets under management

Discretionary$250.2M
Non-discretionary$59.5M
Total (RAUM)$309.6M