Aog Wealth Management

Aog Wealth Management (CRD# 159026) is a financial advisory firm headquartered in Great Falls, VA. They manage $157,476,000 in 1,090 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    1,090
    ACCOUNTS
  • Average Account Value
    $144,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, DC, FL, MD, VA

Financial Advisors at Aog Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
David S. Sweat
CRD#: 5502379
10130-e Colvin Run Road, Great Falls, VA 22066
96
Wealthminder
score

David Sweat (CRD# 5502379) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 8 years of experience in the finance industry. David Sweat has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle L. Whitlock
CRD#: 5667988
10130-e Colvin Run Road, Great Falls, VA 22066
90
Wealthminder
score

Michelle Whitlock (CRD# 5667988) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 4 years of experience in the finance industry.

3
Frederick P. Baerenz
CRD#: 2388453
10130-e Colvin Run Road, Great Falls, VA 22066
88
Wealthminder
score

Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 21 years of experience in the finance industry.

4
James T. Ortlip
CRD#: 4174290
10130-e Colvin Run Road, Great Falls, VA 22066
86
Wealthminder
score

James Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 16 years of experience in the finance industry. James Ortlip has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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