RIA Intel›Advisers›Michigan›AG WEALTH MANAGEMENT, PLLC

AG WEALTH MANAGEMENT, PLLC

Advisory

MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$218K

across 71 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$887K

Discretionary %94.3%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InCA, MI, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

22 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

WEALTH MANAGEMENT PARTNERS OF MICHIGAN, LLC

$16M

IMPERIUM INVESTMENT ADVISORS, LLC

$16M

SALEHI WEALTH MANAGEMENT, LLC

$15M

BRAEBURN CAPITAL PARTNERS, LLC

BLOOMFIELD HILLS, MI

$15M

MURPHY, ROBERT JOSEPH

$15M

AMETRINE WEALTH MANAGEMENT LLC

$16M

Get the full picture on AG WEALTH MANAGEMENT, PLLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AG WEALTH MANAGEMENT, PLLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans