AGG ASSET MANAGEMENT, LLC

AGG ASSET MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 154846). Regulatory assets under management: $55.0M.

Registration

• CRD: 154846
• SEC file number: 801-71817
• Type: Registered investment adviser
• Location: 875 S WESTLAKE BOULEVARD, WESTLAKE VILLAGE, CA, 91361
• Phone: 805-496-3344
• Latest filing: 2026-03-10
• Regulatory AUM: $55.0M
• Discretionary AUM: $55.0M
• Clients: 3
• Accounts: 165

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154846 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search