ADG Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$333,464,250
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
555
27% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
555
Very HighAverage account size
$600,836
About
ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, corporations, and business entities. The firm reports managing about $336 million in client assets across discretionary and non‑discretionary accounts and serves roughly 555 clients with a small advisory team.
ADG describes itself as an active money manager that combines technical and fundamental analysis, compiling economic and market data weekly and using moving averages to generate buy/sell signals and to reposition accounts — including moving to cash as a defensive strategy. It implements a range of model‑based strategies (bond rotation, municipal and taxable fixed‑income models, equity rotation, growth & income, income & growth, and a Strategic Advisory model), and may use third‑party managers or wrap programs for implementation.
A notable distinguishing feature is the firm’s affiliation with another registered adviser: ADG acts as a sub‑advisor to WealthHarbor Capital Group and its principals have affiliated roles with that firm, creating an explicit adviser‑to‑adviser relationship. The brochure also discloses a recent material change in 2026 in which the owners ceased to be registered representatives of a broker‑dealer and brokerage services previously offered through NFS are no longer available, which may affect how some services are delivered.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Long-term care insurance
Disability insurance
Life insurance needs analysis
Fee options
Fixed fees possible for financial planning and consulting services; no set schedule provided
Up to 2% per year, negotiable
Hourly rate possible for financial planning and consulting services as per agreement
Fee-only: Fixed fees for financial planning and consulting services; fees may be flat fee or hourly rate, as detailed in financial planning agreement
Main office location
ADG Wealth Management Group, LLC
433 Metairie Road, Suite 500
Metairie LA 70005, United States
Number of offices
1
Most active in
ADG Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Georgia · Louisiana · Mississippi · New Hampshire · North Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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