Agh Wealth Advisors, Llc
- Regulatory AUM
- $456M
- Discretionary
- $456M
- Clients
- 489
- Avg AUM / client
- $933K
- Accounts
- 489
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 245 | $52.0M | 11.4% |
| High net worth individuals | 220 | $206M | 45.2% |
| Pension and profit sharing plans | 24 | $198M | 43.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Integrated Solutions, Inc. 401 K Plan Integrated Solutions, Inc. | 2024 | |
| Moridge Manufacturing, Inc. 401(k) Plan Moridge Manufacturing, Inc | 2024 | |
| Dinsdale Financial Institutions 401(k) Profit Sharing Plan Dinsdale Financial Institutions | 2024 | |
| Pk Companies Group, Llc 401(k) Plan Pk Companies Group, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen, Paul, Steven | Managing Member | Mar 2008 (18y) | Less than 5% | |
| Bradly James Bechtel | President/Chief Compliance Officer | Mar 2008 (18y) | Less than 5% | |
| David Kurth Darby | Registered representative | Apr 2009 (17y) | ||
| Brian Christopher Gensch | Registered representative | CFP | Mar 2011 (15y) | |
| Timothy Aaron Penner | Registered representative | Oct 2013 (13y) | ||
| Evan William Terry | Registered representative | May 2025 (1y) | ||
| Robert E Frey | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allen, Gibbs & Houlik, L.C. | Managing Member | Mar 2008 | A | 75% or more |
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 (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Integrated Solutions, Inc. 401 K Plan | Integrated Solutions, Inc. | 115 | $5.3M | 01/01/2024 |
| Moridge Manufacturing, Inc. 401(k) Plan | Moridge Manufacturing, Inc | 183 | $16.0M | 01/01/2024 |
| Dinsdale Financial Institutions 401(k) Profit Sharing Plan | Dinsdale Financial Institutions | 2,073 | $358M | 01/01/2024 |
| Pk Companies Group, Llc 401(k) Plan | Pk Companies Group, Llc | 501 | $15.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.08 MB | 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
- • Other fees
- • THIRD PARTY ADVISER REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $258M (57% of AUM) Mar 2026
- American Trust Custody $194M (43% of AUM) Mar 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: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗