Adg Wealth Management Group, LLC

Adg Wealth Management Group, LLC (CRD# 132341) is a financial advisory firm headquartered in Metairie, LA. They manage $279,123,660 in 1,218 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
433 Metairie Road, Suite 500, Metairie, LA 70005
http://www.adgwealth.com
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    1,218
    ACCOUNTS
  • Average Account Value
    $229,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, NH, TN, TX

Financial Advisors at Adg Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Dalton, financial advisor Metairie LA
John H. Dalton
CRD#: 2075745
433 Metairie Road, Suite 500, Metairie, LA 70005

John Dalton (CRD# 2075745) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 15 years of experience in the finance industry.

2
Stephanie Kelly, financial advisor Metairie LA
Stephanie B. Kelly
CRD#: 3072708
433 Metairie Road, Suite 500, Metairie, LA 70005

Stephanie Kelly (CRD# 3072708) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals