ADG WEALTH MANAGEMENT GROUP, LLC
CRD #132341 SEC #801-81006 METAIRIE, LA 504-267-9880
SEC Registered
Total AUM
$309.6M
Discretionary
$250.2M
Employees
4
Clients
0
Accounts
1,235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $309.6M | $250.2M | $59.5M | 4 | 0 |
| Mar 2025 | $309.6M | $250.2M | $59.5M | 5 | 0 |
| Mar 2024 | $279.1M | $221.6M | $57.5M | 5 | 0 |
| Mar 2023 | $236.8M | $184M | $52.8M | 5 | 0 |
| Oct 2022 | $341.4M | $268.6M | $72.8M | 5 | 0 |
| Mar 2022 | $341.4M | $268.6M | $72.8M | 6 | 0 |
| Mar 2021 | $286.9M | $222.2M | $64.8M | 6 | 0 |
| Dec 2020 | $267.1M | $209.7M | $57.3M | 6 | 0 |
| Oct 2020 | $267.1M | $209.7M | $57.3M | 6 | 0 |
| Jun 2020 | $267.1M | $209.7M | $57.3M | 6 | 0 |
| Mar 2020 | $267.1M | $209.7M | $57.3M | 6 | 0 |
| Dec 2019 | $244.9M | $194.1M | $50.8M | 6 | 0 |
| Mar 2019 | $244.9M | $194.1M | $50.8M | 6 | 0 |
| Mar 2018 | $224.1M | $179M | $45M | 5 | 0 |
| Mar 2017 | $156.4M | $156.4M | $0 | 5 | 400 |
| Dec 2016 | $152.5M | $152.5M | $0 | 5 | 400 |
| Jul 2016 | $152.5M | $152.5M | $0 | 5 | 400 |
| Mar 2016 | $152.5M | $152.5M | $0 | 5 | 400 |
| Nov 2015 | $152.6M | $152.6M | $0 | 5 | 400 |
| Feb 2015 | $152.6M | $152.6M | $0 | 5 | 400 |
DateAug 2025
Total AUM$309.6M
Discretionary$250.2M
Non-Disc.$59.5M
Employees4
Clients0
DateMar 2025
Total AUM$309.6M
Discretionary$250.2M
Non-Disc.$59.5M
Employees5
Clients0
DateMar 2024
Total AUM$279.1M
Discretionary$221.6M
Non-Disc.$57.5M
Employees5
Clients0
DateMar 2023
Total AUM$236.8M
Discretionary$184M
Non-Disc.$52.8M
Employees5
Clients0
DateOct 2022
Total AUM$341.4M
Discretionary$268.6M
Non-Disc.$72.8M
Employees5
Clients0
DateMar 2022
Total AUM$341.4M
Discretionary$268.6M
Non-Disc.$72.8M
Employees6
Clients0
DateMar 2021
Total AUM$286.9M
Discretionary$222.2M
Non-Disc.$64.8M
Employees6
Clients0
DateDec 2020
Total AUM$267.1M
Discretionary$209.7M
Non-Disc.$57.3M
Employees6
Clients0
DateOct 2020
Total AUM$267.1M
Discretionary$209.7M
Non-Disc.$57.3M
Employees6
Clients0
DateJun 2020
Total AUM$267.1M
Discretionary$209.7M
Non-Disc.$57.3M
Employees6
Clients0
DateMar 2020
Total AUM$267.1M
Discretionary$209.7M
Non-Disc.$57.3M
Employees6
Clients0
DateDec 2019
Total AUM$244.9M
Discretionary$194.1M
Non-Disc.$50.8M
Employees6
Clients0
DateMar 2019
Total AUM$244.9M
Discretionary$194.1M
Non-Disc.$50.8M
Employees6
Clients0
DateMar 2018
Total AUM$224.1M
Discretionary$179M
Non-Disc.$45M
Employees5
Clients0
DateMar 2017
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees5
Clients400
DateDec 2016
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees5
Clients400
DateJul 2016
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees5
Clients400
DateNov 2015
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients400
DateFeb 2015
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients400