ADG Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
ADG Wealth Management Group reports 569 clients. They include 406 individual clients, 149 high-net-worth individuals, and 14 corporations and other businesses. Of its assets, 83.4% ($280M across 1,112 accounts) are managed with discretion; $55.9M across 441 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 28% |
| High-net-worth individuals | 26% | 72% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 406 | $92.8M | 27.6% | $229K |
| High-net-worth individuals | 149 | $241M | 71.6% | $1.62M |
| Corporations and other businesses | 14 | $2.87M | 0.9% | $205K |
| Total | 569 | $336M | 100% | $591K |
- Clients
- 406
- Regulatory AUM
- $92.8M
- AUM share
- 27.6%
- Avg. per client
- $229K
- Clients
- 149
- Regulatory AUM
- $241M
- AUM share
- 71.6%
- Avg. per client
- $1.62M
- Clients
- 14
- Regulatory AUM
- $2.87M
- AUM share
- 0.9%
- Avg. per client
- $205K
Total
- Clients
- 569
- Regulatory AUM
- $336M
- AUM share
- 100%
- Avg. per client
- $591K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ADG Wealth Management Group charges up to 2.00% a year for its Active money management services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning and consulting carry a fixed fee with no set schedule, or an hourly rate, as set out in the planning agreement.
Nicholas Danna owns 50% to 75% of ADG Wealth Management Group and is in turn owned by Danna Wealth Management LLC (50–75%). The leadership team of ADG Wealth Management Group includes Chief Compliance Officer Stephanie Kelly. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Adg Wealth Management Group, LLC
Nicholas Danna
Control person · since January 2026
- Owns 50% to 75% of Nicholas Danna
Danna Wealth Management LLC
Control person · since January 2026
- Owns 50% to 75% of Adg Wealth Management Group, LLC
Pierre Adams
Control person · since January 2026
- Owns 50% to 75% of Pierre Adams
Adams Capital Advisors, LLC
Control person · since January 2026
ADG Wealth Management Group’s regulatory assets grew from $287M (March 2021) to $336M (February 2026); clients were 569 in both filings and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $336M | 569 | 4 | 1 |
| Mar 2025March 2025 | $310M | 596 | 5 | 1 |
| Mar 2024March 2024 | $279M | 573 | 5 | 1 |
| Mar 2023March 2023 | $237M | 554 | 5 | 1 |
| Mar 2022March 2022 | $341M | 553 | 6 | 1 |
| Mar 2021March 2021 | $287M | 559 | 6 | 1 |
Besides its headquarters, ADG Wealth Management Group has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 433 Metairie Road, Suite 500, MetairieHQ
Contact and registration details
- Legal name
- Adg Wealth Management Group, LLC
- Headquarters
- 433 Metairie Road, Suite 500, Metairie, LA 70005
- Website
- adgwealth.com
- Phone
- 504-267-9880
- SEC file
- 801-81006
- Structure
- Louisiana LLC
- Fiscal year end
- December
ADG Wealth Management Group’s named custodian for separately managed accounts is Fidelity ($327M). ADG Wealth Management Group has custody of $68.8M for 151 clients.
- FidelityNational Financial Services LLC · Jersey City, NJ · $327M100%
At year end, ADG Wealth Management Group’s separately managed accounts were mostly in stocks (53%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $158M across 41 positions; the largest are iShares Core S&P 500 ETF (21.0%), iShares S&P 500 Value ETF (13.6%) and Invesco Exchange Traded FD TR S&P500 Eql Wgt (11.6%).
What the accounts hold
- Stocks53%
- Funds37%
- Bonds2%
- Cash8%
How many clients does ADG Wealth Management Group have?
ADG Wealth Management Group has 569 clients and manages $336 million for them, as of February 2026. They include 406 individual clients, 149 high-net-worth individuals, and 14 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does ADG Wealth Management Group offer?
ADG Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ADG Wealth Management Group charge?
ADG Wealth Management Group charges up to 2.00% a year for its Active money management services. The fee is billed in arrears and is negotiable.
Which custodians does ADG Wealth Management Group use?
ADG Wealth Management Group’s separately managed account assets are held at National Financial Services LLC (Jersey City, NJ), with $327M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does ADG Wealth Management Group have?
ADG Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ADG Wealth Management Group invest in?
At the end of its last fiscal year, ADG Wealth Management Group’s separately managed accounts held 53% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ADG Wealth Management Group?
ADG Wealth Management Group is owned through holding companies by Danna Wealth Management LLC and Adams Capital Advisors, LLC. Its direct owners are Nicholas Danna (50% to 75%) and Pierre Adams (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does ADG Wealth Management Group get paid?
ADG Wealth Management Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ADG Wealth Management Group?
ADG Wealth Management Group’s main office is at 433 Metairie Road, Suite 500, Metairie, LA 70005. Its phone number is 504-267-9880. Its website is adgwealth.com.