Adg Wealth Management Group, Llc
- Regulatory AUM
- $336M
- Discretionary
- $280M
- Clients
- 569
- Avg AUM / client
- $591K
- Accounts
- 1,553
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 406 | $92.8M | 27.6% |
| High net worth individuals | 149 | $241M | 71.6% |
| Corporations and other businesses | 14 | $2.9M | 0.85% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Versabar 401(k) Profit Sharing Plan Versabar, Incorporated | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pierre Lemoine Adams | Member | Oct 2010 (16y) | 25% – 50% | |
| Nicholas Aloysius Danna | Member | Aug 2011 (15y) | 25% – 50% | |
| Dalton, John, Hansen | Member | Jan 2013 (14y) | 25% – 50% | |
| Stephanie Barousse Kelly | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Versabar 401(k) Profit Sharing Plan | Versabar, Incorporated | 317 | $53.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $327M (97% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗