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AGH WEALTH ADVISORS, LLC

WICHITA, KS · CRD 146796 · IAPD ↗ · 316-267-3220

$456.3MRegulatory AUM
6Advisory reps
6Employees
23Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — AGH WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — AGH WEALTH ADVISORS, LLC now reports custody of client assets ($125.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — AGH WEALTH ADVISORS, LLC reported RAUM up 123% ($197.2M -> $439.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
February 2024 — AGH WEALTH ADVISORS, LLC reported RAUM up 40% ($141.1M -> $197.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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