# ADG Wealth Management Group, LLC > 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. - CRD: 132341 - Filed as: ADG WEALTH MANAGEMENT GROUP, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Metairie, LA - Filing period: October 2026 - Form ADV filing dated: February 25, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132341 - AdvisorCensus page: https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341 ## Quick answers **How is ADG Wealth Management Group, LLC compensated?** 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. **What does ADG Wealth Management Group, LLC's brochure say about its fees?** 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. **Where is ADG Wealth Management Group, LLC located?** ADG Wealth Management Group, LLC's principal office is in Metairie, LA, according to its Form ADV. **Is ADG Wealth Management Group, LLC registered with the SEC or a state?** ADG Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 132341. **How much does ADG Wealth Management Group, LLC manage?** 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). **How have ADG Wealth Management Group, LLC's assets and staff changed since 2021?** 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. **What types of clients does ADG Wealth Management Group, LLC serve?** 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). **Which custodians does ADG Wealth Management Group, LLC use?** 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. **Does ADG Wealth Management Group, LLC report any disciplinary disclosures?** 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 **What changed in ADG Wealth Management Group, LLC's recent Form ADV filings?** In the March 2026 filing data: Registered or notice-filed in NC. Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) - Other ### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026) - Asset-based fee: up to 2% of assets a year (the maximum the brochure states) > Management fees are negotiable and will not exceed 2% per year. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - National Financial Services LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $336,337,565 - Discretionary: $280,400,942 - Non-discretionary: $55,936,623 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 406 | $92,791,632 | | High net worth individuals | 149 | $240,672,618 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Corporations or other businesses not listed above | 14 | $2,873,315 | ### Advisory services (Item 5.G) - 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) ### Firm details - Registered since: 2015 (11 years) - Employees: 4 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AL, FL, GA, LA, MS, NC, NH, TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - adgwealth.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $286,934,477 | 6 | March 22, 2021 | | October 2022 | $341,395,704 | 6 | March 17, 2022 | | October 2023 | $236,762,721 | 5 | March 27, 2023 | | October 2024 | $279,123,660 | 5 | March 21, 2024 | | October 2025 | $309,647,951 | 5 | March 24, 2025 | | October 2026 | $336,337,565 | 4 | February 25, 2026 | 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. ## Changes in the filing (last 12 months) ### March 2026 - Registered or notice-filed in NC. - Updated its list of owners and control persons (Schedule A). ### December 2025 - Employees performing advisory functions went from 4 to 3. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ADG Wealth Management Group, LLC (CRD 132341): Form ADV filing data as of October 2026.