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 9 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 5 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 22 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 17 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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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.