METAIRIE, LACRD 132341Latest ADV February 25, 2026
Adg Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated February 25, 2026, reports $336M in regulatory assets under management, 4 employees, and 1,553 accounts.
Assets Under Management
$336M
Employees
4
Offices
--
Total Clients
569
Primary office
METAIRIE, LA
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
406
2
HNWI
26.2%
149
3
Corporations
2.5%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of February 25, 2026
Discretionary83.4%
$280M
83% of total RAUM83.4%
Non-discretionary16.6%
$56M
17% of total RAUM16.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$336M
Total Accounts1,553
10Y AUM Change+$180M (+115.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee142:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.