{
  "crd_number": 132341,
  "slug": "adg-wealth-management-group-llc-metairie-la-132341",
  "primary_business_name": "ADG WEALTH MANAGEMENT GROUP, LLC",
  "legal_name": "ADG WEALTH MANAGEMENT GROUP, LLC",
  "dbas": [],
  "city": "Metairie",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-25",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 336337565.0,
  "raum_discretionary": 280400942.0,
  "raum_non_discretionary": 55936623.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 92791632.0,
      "count": 406
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 240672618.0,
      "count": 149
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 2873315.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "MS",
    "NC",
    "NH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://adgwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132341",
  "city_as_filed": "METAIRIE",
  "url": "https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341",
  "display_name": "ADG Wealth Management Group, LLC",
  "summary": "ADG Wealth Management Group, LLC is an SEC-registered investment advisory firm in Metairie, LA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. ADG Wealth Management Group, LLC (CRD 132341): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is ADG Wealth Management Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ADG Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does ADG Wealth Management Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is ADG Wealth Management Group, LLC located?",
      "a": "ADG Wealth Management Group, LLC's principal office is in Metairie, LA, according to its Form ADV."
    },
    {
      "q": "Is ADG Wealth Management Group, LLC registered with the SEC or a state?",
      "a": "ADG Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 132341."
    },
    {
      "q": "How much does ADG Wealth Management Group, LLC manage?",
      "a": "ADG Wealth Management Group, LLC reports $336,337,565 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (83% discretionary)."
    },
    {
      "q": "How have ADG Wealth Management Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for ADG Wealth Management Group, LLC: Regulatory assets under management: $286,934,477 in the October 2021 data and $336,337,565 in the October 2026 data, up 17%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ADG Wealth Management Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (406); high net worth individuals (149); corporations or other businesses not listed above (14)."
    },
    {
      "q": "Which custodians does ADG Wealth Management Group, LLC use?",
      "a": "ADG Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ADG Wealth Management Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132341"
    },
    {
      "q": "What changed in ADG Wealth Management Group, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Registered or notice-filed in NC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 286934477.0,
      "total_employees": 6,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 341395704.0,
      "total_employees": 6,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 236762721.0,
      "total_employees": 5,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 279123660.0,
      "total_employees": 5,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 309647951.0,
      "total_employees": 5,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 336337565.0,
      "total_employees": 4,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in NC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Management fees are negotiable and will not exceed 2% per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees are negotiable and will not exceed 2% per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 406,
      "fewer_than_5": false,
      "raum": 92791632.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 240672618.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 2873315.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132341",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}