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Building 2AGH WEALTH ADVISORS, LLC

Map pinWICHITA, KS
Phone316-267-3220
NotebookSEC #801-69091
Total AUM
$456.3M
Employees
6
Clients
489

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N. MAIN STREET
SUITE 1700
WICHITA
KS 67202
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
316-267-3220
Other Offices
1

ReceiptFinancials

Total AUM
$456.3M
Accounts
489
Discretionary
$456.3M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
245
AUM
$52M
HNW Individual Clients
220
AUM
$206.4M
Pension/Profit Sharing Plan Clients
24
AUM
$197.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMONEOKTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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