Aog Wealth Management

Aog Wealth Management (CRD# 159026) is a financial advisory firm headquartered in Reston, VA. They manage $305,046,641 in 1,057 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    1,057
    ACCOUNTS
  • Average Account Value
    $288,597
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
  • Portfolio management for investment companies (as well as "business development companies")
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, NC, PA, TX, VA

Financial Advisors at Aog Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Frederick P. Baerenz
CRD#: 2388453
11911 Freedom Drive, Suite 730, Reston, VA 20190

Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 28 years of experience in the finance industry.

2
Sarah L. Gosselin
CRD#: 6323497
11911 Freedom Drive, Suite 730, Reston, VA 20190

Sarah Gosselin (CRD# 6323497) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 6 years of experience in the finance industry.

3
Erin M. Holt
CRD#: 6495478
11911 Freedom Drive, Suite 730, Reston, VA 20190

Erin Holt (CRD# 6495478) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 5 years of experience in the finance industry. Erin Holt 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.

4
James T. Ortlip
CRD#: 4174290
11911 Freedom Drive, Suite 730, Reston, VA 20190

James Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 22 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.

5
Miguel J. Bremer Wirtig
CRD#: 7494161
The Woodlands, TX

Miguel Bremer Wirtig (CRD# 7494161) is an Investment Advisor Representative working at Aog Wealth Management in The Woodlands, TX and has over 3 years of experience in the finance industry.

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