Adg Wealth Management Group, LLC
● SEC registered since 2015CRD 132341SEC# 801-81006Metairie, LA
Reg. AUM
$336.3M
Employees
4
Accounts
1,553
Location
Metairie, LA
Adg Wealth Management Group, LLC assets under management
Adg Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Metairie, LA. The firm has been registered since 2015. It reports $336.3 million in regulatory assets under management and employs 4 people.
Adg Wealth Management Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Aloysius Danna Control | Manager | 50-75% | 2026 |
| Pierre Lemoine Adams Control | Manager | 50-75% | 2026 |
| Stephanie Barousse Kelly | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Adg Wealth Management Group, LLC manage?
Adg Wealth Management Group, LLC reports $336.3 million in regulatory assets under management on its Form ADV.
How many employees does Adg Wealth Management Group, LLC have?
Adg Wealth Management Group, LLC reports 4 employees.
Where is Adg Wealth Management Group, LLC located?
Adg Wealth Management Group, LLC is based in Metairie, LA and has been SEC-registered since 2015.
Does Adg Wealth Management Group, LLC disclose fund performance?
Adg Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 433 Metairie Road, Suite 500, Metairie, LA 70005 |
| Phone | 504-267-9880 |
| Fax | 504-267-9881 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2053824 |
| Discloses disciplinary history | No |
Regulatory AUM
$336.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$336.3Mregulatory AUM
Discretionary $280.4MNon-discretionary $55.9M