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ADG Wealth Management Group, LLC

ADG Wealth Management Group, LLC. CRD 132341

ADG Wealth Management Group, LLC logo

CRD: 132341

ADG Wealth Management Group, LLC

Metairie, LA, 70005
5042679880
www.adgwealth.com
$336.3M Total AUM
$280.4M Disc. AUM
13.2% 3Y CAGR
4 Employees
569 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
Quantum
Established Date
10-26-2010
Office Locations
1

Office Locations

433 Metairie Road, Suite 500 Metairie LA

About ADG Wealth Management Group, LLC

ADG Wealth Management Group is a Metairie, LA-based RIA providing wealth management and financial planning for individuals and families, including retirement and estate planning. The team builds diversified portfolios using ETFs and mutual funds with an emphasis on asset allocation and risk management, and also supports 529 planning and insurance needs. Custody includes Fidelity/NFS and TD Ameritrade.

Team overview

55 AVG AGE
$112.1M AVG AUM / ADVISOR
$591.1K AVG AUM / CLIENT
12.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age

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Asset Classes

Momentum

Client Personas

Meridian foundation

Custodian

Beacon Oak

Investment Themes

Insight

Investment Vehicles

Beacon value

Platform

Delta

Services

Optima Ember capital Horizon prime Value oak Wave beacon

Technology

Foundation

Owner & Executives

P

PIERRE LEMOINE ADAMS

Manager, Partner

CRD
#2798030
Ownership
50% but less than 75%
(227) 655-4403
unison.prime@pathwaycapital.com
in linkedin.com/in/pioneer-radial
NICHOLAS ALOYSIUS DANNA IV

NICHOLAS ALOYSIUS DANNA IV

Financial Advisor, Manager, Partner

CRD
#4571403
Ownership
50% but less than 75%
(247) 598-4969
focus.oak@beaconcapital.com
in linkedin.com/in/optima-delta
B

Beacon north

Vector zenith

CRD
#34493
Ownership
6.0%
(532) 263-3562
atlas.alpha@momentumcapital.com
in linkedin.com/in/ridge-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-25-2022
03-27-2023
03-21-2024
08-15-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $280,400,942 $252,159
Non-Discretionary $55,936,623 $126,840
Total $336,337,565 $216,573

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Separately Managed Accounts

Total SMA Asset: $336,337,565

$336.3M Total SMA
Equity - Exchange:
30.4%
Public Funds:
17.0%
Cash:
21.1%
U.S. Government/Agency:
31.5%
Asset class Assets Assets %
Equity - Exchange $415,018,403 30.4%
Public Funds $232,082,659 17.0%
Cash $288,055,536 21.1%
U.S. Government/Agency $430,035,516 31.5%
Total $1,365,192,114 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN BEACON BEACON SIGNAL B5XMI2J76 IIR 7.67% $43,165,781
BEACON PEAK ALPHA FRONTIER BLZP34SVW SXVNR 11.20% $6,409,697
WAVE SUMMIT PATHWAY FUSION EAGLE LSAH7T9BI BXV 7.33% $109,150,439
VERTEX WAVE FOUNDATION VERTEX 0AIPVAXJF KOUJN 7.19% $38,464,269
WAVE VALUE QUANTUM TIMBER XG30VX3KL OSDQX 10.17% $57,430,282
ELEMENT BEACON CATALYST SUMMIT OPTIMA V88V29TP0 HRA 0.95% $6,719,205
FOCUS ELEMENT CATALYST VALUE RK169MQ79 GLY 1.53% $27,128,330
CAPITAL VITAL FOUNDATION HORIZON BRIDGE HW75V3OLL SAGVS 10.18% $43,116,937

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