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ADG WEALTH MANAGEMENT GROUP, LLC

METAIRIE, LA · CRD 132341 · IAPD ↗ · adgwealth.com · 504-267-9880

$336.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ADG WEALTH MANAGEMENT GROUP, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ADG WEALTH MANAGEMENT GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.