# AGH Wealth Advisors, LLC

> AGH Wealth Advisors, LLC is an SEC-registered investment advisory firm in Wichita, KS, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 146796
- Filed as: AGH WEALTH ADVISORS, LLC
- Also doing business as: AGH WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146796
- AdvisorCensus page: https://advisorcensus.com/firm/agh-wealth-advisors-llc-wichita-ks-146796

## Quick answers

**How is AGH Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AGH Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does AGH Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $350 an hour (Retirement Plan Consulting and General Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is AGH Wealth Advisors, LLC located?**
AGH Wealth Advisors, LLC's principal office is in Wichita, KS, according to its Form ADV.

**Is AGH Wealth Advisors, LLC registered with the SEC or a state?**
AGH Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146796.

**How much does AGH Wealth Advisors, LLC manage?**
AGH Wealth Advisors, LLC reports $456,334,303 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have AGH Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for AGH Wealth Advisors, LLC: Regulatory assets under management: $136,970,751 in the October 2021 data and $456,334,303 in the October 2026 data, up 233%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does AGH Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (220); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does AGH Wealth Advisors, LLC use?**
AGH Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Trust Custody Services and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does AGH Wealth Advisors, 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/146796

**Does AGH Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "AGH Wealth requires a minimum account size of $5,000 to establish an advisory relationship."

**What changed in AGH Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $5,000

> AGH Wealth requires a minimum account size of $5,000 to establish an advisory relationship.

- Hourly rate: $350 an hour (Retirement Plan Consulting and General Consulting Services)

> Advisory and retirement plan consulting services are offered for negotiable hourly rate of $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- American Trust Custody Services
- LPL Financial 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: $456,334,303
- Discretionary: $456,334,303
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $51,954,983 |
| High net worth individuals | 220 | $206,434,028 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $197,945,292 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: KS, MO, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aghwealth.com](https://aghwealth.com)
- LinkedIn @agh-wealth-management
- X @AGHWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,970,751 | 5 | August 24, 2021 |
| October 2022 | $163,015,611 | 5 | February 22, 2022 |
| October 2023 | $141,137,849 | 5 | March 2, 2023 |
| October 2024 | $197,222,009 | 6 | July 2, 2024 |
| October 2025 | $439,945,283 | 5 | July 15, 2025 |
| October 2026 | $456,334,303 | 6 | March 2, 2026 |

Regulatory assets under management: $136,970,751 in the October 2021 data and $456,334,303 in the October 2026 data, up 233%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AGH Wealth Advisors, LLC (CRD 146796): Form ADV filing data as of October 2026.