AG WEALTH MANAGEMENT, PLLC

AG WEALTH MANAGEMENT, PLLC is an SEC-registered investment adviser (CRD 290273). Regulatory assets under management: $15.5M.

Registration

• CRD: 290273
• Type: Registered investment adviser
• Phone: (734)747-0049
• Latest filing: 2026-03-26
• Regulatory AUM: $15.5M
• Discretionary AUM: $14.6M
• Non-discretionary AUM: $887K
• Clients: 2
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search