Paul Allen is a control person of AGH Wealth Advisors and directly owns under 5% of it.
AGH Wealth Advisors is an investment adviser based in Wichita, KS, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $456 million, as filed on 2 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4478080
- Firm
- AGH Wealth Advisors · CRD 146796
- Role
- Managing Member
- In role since
- March 2008 · 18 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Wichita, KS
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Allen work?
Paul Allen has been Managing Member of Agh Wealth Advisors, LLC since March 2008, and is a control person of the firm.
How can I verify Paul Allen’s record?
Paul Allen’s role is listed on Agh Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 146796.
