AGH WEALTH ADVISORS, LLC
CRD #146796 SEC #801-69091 WICHITA, KS 316-267-3220
SEC Registered
Total AUM
$439.9M
Discretionary
$439.9M
Employees
5
Clients
51
Accounts
455
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $439.9M | $439.9M | $0 | 5 | 31 |
| Mar 2025 | $439.9M | $439.9M | $0 | 5 | 31 |
| Jul 2024 | $197.2M | $197.2M | $0 | 6 | 46 |
| Jan 2024 | $197.2M | $197.2M | $0 | 6 | 46 |
| Mar 2023 | $141.1M | $141.1M | $0 | 5 | 56 |
| Feb 2022 | $163M | $163M | $0 | 5 | 53 |
| Feb 2022 | $163M | $163M | $0 | 5 | 53 |
| Aug 2021 | $137M | $137M | $0 | 5 | 22 |
| May 2021 | $137M | $137M | $0 | 5 | 22 |
| Mar 2021 | $137M | $137M | $0 | 5 | 22 |
| Jan 2021 | $283.6M | $116.8M | $166.8M | 5 | 11 |
| Jun 2020 | $283.6M | $116.8M | $166.8M | 5 | 11 |
| Mar 2020 | $283.6M | $116.8M | $166.8M | 5 | 11 |
| Mar 2019 | $227.9M | $93.7M | $134.2M | 5 | 26 |
| Feb 2018 | $210.4M | $71.5M | $138.8M | 5 | 13 |
| Mar 2017 | $172.2M | $57.5M | $114.7M | 5 | 122 |
| Jun 2016 | $155.8M | $51.9M | $103.9M | 5 | 151 |
| Feb 2016 | $155.8M | $51.9M | $103.9M | 5 | 151 |
| Aug 2015 | $160.2M | $47.6M | $112.6M | 5 | 151 |
| Apr 2015 | $160.2M | $47.6M | $112.6M | 5 | 151 |
| Feb 2015 | $160.2M | $47.6M | $112.6M | 5 | 151 |
| Jul 2014 | $146.9M | $45M | $101.9M | 7 | 135 |
| Mar 2014 | $146.9M | $45M | $101.9M | 7 | 135 |
| Mar 2013 | $143.2M | $45.5M | $97.7M | 5 | 184 |
| Jul 2012 | $126.1M | $4.5M | $121.7M | 6 | 126 |
| Mar 2012 | $126.1M | $4.5M | $121.7M | 6 | 126 |
| Dec 2010 | $34.3M | $0 | $34.3M | 10 | -- |
| Jan 2010 | $34.3M | $0 | $34.3M | 10 | -- |
| Apr 2009 | $33.3M | $0 | $33.3M | 10 | -- |
| Feb 2009 | $33.3M | $0 | $33.3M | 10 | -- |
DateJul 2025
Total AUM$439.9M
Discretionary$439.9M
Non-Disc.$0
Employees5
Clients31
DateMar 2025
Total AUM$439.9M
Discretionary$439.9M
Non-Disc.$0
Employees5
Clients31
DateJul 2024
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees6
Clients46
DateJan 2024
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees6
Clients46
DateMar 2023
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients56
DateFeb 2022
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients53
DateFeb 2022
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients53
DateAug 2021
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients22
DateMay 2021
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients22
DateMar 2021
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients22
DateJan 2021
Total AUM$283.6M
Discretionary$116.8M
Non-Disc.$166.8M
Employees5
Clients11
DateJun 2020
Total AUM$283.6M
Discretionary$116.8M
Non-Disc.$166.8M
Employees5
Clients11
DateMar 2020
Total AUM$283.6M
Discretionary$116.8M
Non-Disc.$166.8M
Employees5
Clients11
DateMar 2019
Total AUM$227.9M
Discretionary$93.7M
Non-Disc.$134.2M
Employees5
Clients26
DateFeb 2018
Total AUM$210.4M
Discretionary$71.5M
Non-Disc.$138.8M
Employees5
Clients13
DateMar 2017
Total AUM$172.2M
Discretionary$57.5M
Non-Disc.$114.7M
Employees5
Clients122
DateJun 2016
Total AUM$155.8M
Discretionary$51.9M
Non-Disc.$103.9M
Employees5
Clients151
DateFeb 2016
Total AUM$155.8M
Discretionary$51.9M
Non-Disc.$103.9M
Employees5
Clients151
DateAug 2015
Total AUM$160.2M
Discretionary$47.6M
Non-Disc.$112.6M
Employees5
Clients151
DateApr 2015
Total AUM$160.2M
Discretionary$47.6M
Non-Disc.$112.6M
Employees5
Clients151
DateFeb 2015
Total AUM$160.2M
Discretionary$47.6M
Non-Disc.$112.6M
Employees5
Clients151
DateJul 2014
Total AUM$146.9M
Discretionary$45M
Non-Disc.$101.9M
Employees7
Clients135
DateMar 2014
Total AUM$146.9M
Discretionary$45M
Non-Disc.$101.9M
Employees7
Clients135
DateMar 2013
Total AUM$143.2M
Discretionary$45.5M
Non-Disc.$97.7M
Employees5
Clients184
DateJul 2012
Total AUM$126.1M
Discretionary$4.5M
Non-Disc.$121.7M
Employees6
Clients126
DateMar 2012
Total AUM$126.1M
Discretionary$4.5M
Non-Disc.$121.7M
Employees6
Clients126
DateDec 2010
Total AUM$34.3M
Discretionary$0
Non-Disc.$34.3M
Employees10
Clients--
DateJan 2010
Total AUM$34.3M
Discretionary$0
Non-Disc.$34.3M
Employees10
Clients--
DateApr 2009
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees10
Clients--
DateFeb 2009
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees10
Clients--