# AG Wealth Management, PLLC

> AG Wealth Management, PLLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 290273
- Filed as: AG WEALTH MANAGEMENT, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290273
- AdvisorCensus page: https://advisorcensus.com/firm/ag-wealth-management-pllc-290273

## Quick answers

**How is AG Wealth Management, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), AG Wealth Management, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is AG Wealth Management, PLLC registered with the SEC or a state?**
AG Wealth Management, PLLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290273.

**How much does AG Wealth Management, PLLC manage?**
AG Wealth Management, PLLC reports $15,471,494 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (94% discretionary).

**What types of clients does AG Wealth Management, PLLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (8); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does AG Wealth Management, PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290273

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,471,494
- Discretionary: $14,584,155
- Non-discretionary: $887,339

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,163,747 |
| High net worth individuals | 10 | $11,615,960 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $887,339 |
| Other investment advisers | 1 | $514,403 |
| Corporations or other businesses not listed above | 1 | $290,045 |

### 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: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MI, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agwealthm.com
- Facebook @AGWEALTHM
- Instagram @agwealthmanagement
- LinkedIn @ASADGOURANI
- X @AsadGorani

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AG Wealth Management, PLLC (CRD 290273): Form ADV filing data as of October 2026.