AGH Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$456,334,303
This total excludes 24 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
465
47% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
93
Average account size
$981,364
About
AGH Wealth Advisors is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates and other institutions, providing portfolio management, retirement plan consulting, financial planning and referrals to third‑party advisers. The firm manages discretionary portfolios for a client base of several hundred accounts and also provides general consulting and employee education for retirement plans.
The firm typically delivers tailored, discretionary investment management and ongoing supervision, employing a mix of fundamental and technical analysis and the use of third‑party model strategies where appropriate. AGH Wealth operates a firm‑sponsored wrap fee program that combines portfolio management, trade execution and custody under a single bundled arrangement, with execution and custody services provided through LPL Financial.
AGH Wealth is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C., and several related entities, and some associated persons also serve as CPAs, registered representatives of LPL or licensed insurance agents; these ownership and referral relationships and the firm’s policies addressing related conflicts are disclosed in its brochure. The combination of an accounting‑firm ownership structure, in‑house sponsorship of a wrap program, and explicit disclosures about services such as assistance with securities‑backed lines of credit and the firm’s use of AI tools distinguish its operating model from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Hourly consulting services
Expertise
General retirement planning
General tax planning
Fee options
Occasionally a fixed fee may be charged for consulting services
Certain associated persons receive commissions for securities and insurance products separate from advisory fees
Negotiable hourly rate of $350 for advisory and retirement plan consulting services
Account minimum: $5,000 Fee-only: Negotiable hourly rate of $350; occasionally fixed fee or percentage of plan assets from 0.15% to 2.00%
Main office location
AGH Wealth Advisors, LLC
301 N. Main Street, Suite 1700
Wichita KS 67202, United States
Number of offices
2
Most active in
AGH Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Nebraska · Oklahoma · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")