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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2008
- Office Locations
- 2
Office Locations
About AGH Wealth Advisors, LLC
AGH Wealth Advisors (Wichita, KS) provides private and institutional wealth management through its Lifestyle to Legacy process, pairing CFP professionals with tax planning and estate planning expertise. The firm delivers comprehensive planning and portfolio management tailored to goals, risk tolerance, and retirement/legacy needs, with portfolios that commonly use ETFs, mutual funds, and fixed income. Custodied through LPL Financial.
Team overview
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Investment Vehicles
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Owner & Executives
PAUL STEVEN ALLEN
Director, Managing Member
- CRD
- --
- Ownership
- Less than 5%
BRADLY JAMES BECHTEL
President
- CRD
- #3267534
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID KURTH DARBY
Senior Vice President
- CRD
- #1887305
Robert E Frey Jr.
--
- CRD
- #7625241
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,334,303 | $933,199 |
| Non-Discretionary | $0 | -- |
| Total | $456,334,303 | $933,199 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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