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AOG WEALTH MANAGEMENT

RESTON, VA · CRD 159026 · IAPD ↗ · aogwealth.com · 703-757-8020

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — AOG WEALTH MANAGEMENT (RESTON, VA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2025 — AOG WEALTH MANAGEMENT shrank from 8 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — AOG WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — AOG WEALTH MANAGEMENT grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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