Adg Wealth Management Group, LLC

Adg Wealth Management Group, LLC (CRD# 132341) is a financial advisory firm headquartered in Metairie, LA. They manage $152,454,966 in 786 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $193,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, LA, MS, NE, NH, TN, TX, WA

Financial Advisors at Adg Wealth Management Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Pierre L. Adams
CRD#: 2798030
433 Metairie Road, Suite 500, Metairie, LA 70005
93
Wealthminder
score

Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 20 years of experience in the finance industry.

2
John H. Dalton
CRD#: 2075745
433 Metairie Road, Suite 500, Metairie, LA 70005
93
Wealthminder
score

John Dalton (CRD# 2075745) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 9 years of experience in the finance industry.

3
Nicholas A. Danna
CRD#: 4571403
433 Metairie Road, Suite 500, Metairie, LA 70005
93
Wealthminder
score

Nicholas Danna (CRD# 4571403) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 8 years of experience in the finance industry.

4
Paul G. Guidry
CRD#: 1721250
433 Metairie Road, Suite 500, Metairie, LA 70005
93
Wealthminder
score

Paul Guidry (CRD# 1721250) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.