$15.5M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2017
- Office Locations
- 2
Office Locations
-- Irvine CA
-- Ypsilanti MI
About AG Wealth Management, Pllc
AG Wealth Management is a fee-only, fiduciary financial planning, tax, and investment advisory firm focused on equity-compensated tech professionals and small business owners. Serving New York City, Ann Arbor, and clients nationwide, the CFP-led team (including an EA) helps clients navigate RSUs/ISOs/ESPPs and build open-architecture, primarily ETF-based portfolios aligned to long-term goals.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$672.7K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
As'Ad Gourani
CEO, FOUNDER
- CRD
- #6867822
- Ownership
- 75% or more
Available
Available
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L
LESLIE SARAH REA
--
- CRD
- #6912959
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,584,155 | -- |
| Non-Discretionary | $887,339 | -- |
| Total | $15,471,494 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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