AGH Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
AGH Wealth Advisors reports 489 clients. They include 245 individual clients, 220 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 100.0% ($456M across 489 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $258M. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 11% |
| High-net-worth individuals | 45% | 45% |
| Pension and profit-sharing plans | 5% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 245 | $52M | 11.4% | $212K |
| High-net-worth individuals | 220 | $206M | 45.2% | $938K |
| Pension and profit-sharing plans | 24 | $198M | 43.4% | $8.25M |
| Total | 489 | $456M | 100% | $933K |
- Clients
- 245
- Regulatory AUM
- $52M
- AUM share
- 11.4%
- Avg. per client
- $212K
- Clients
- 220
- Regulatory AUM
- $206M
- AUM share
- 45.2%
- Avg. per client
- $938K
- Clients
- 24
- Regulatory AUM
- $198M
- AUM share
- 43.4%
- Avg. per client
- $8.25M
Total
- Clients
- 489
- Regulatory AUM
- $456M
- AUM share
- 100%
- Avg. per client
- $933K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
AGH Wealth Advisors charges up to 2.00% a year for its AGH Wealth Wrap Fee Program. The fee is billed in advance, is negotiable and requires an account of at least $5,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Advisory and Consulting Services
- Advisory and consulting services are offered at a negotiable hourly rate of $350; a fixed fee may also be charged.
Allen, Gibbs & Houlik, L.C. owns 75% or more of AGH Wealth Advisors. The leadership team of AGH Wealth Advisors includes President Brad Bechtel. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Agh Wealth Advisors, LLC
Allen, Gibbs & Houlik, L.C.
Control person · since March 2008
AGH Wealth Advisors’ regulatory assets grew 3.3× from $137M (May 2021) to $456M (March 2026); clients rose from 379 to 489 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $456M | 489 | 6 | 2 |
| Jul 2025July 2025 | $440M | 455 | 5 | 2 |
| Jul 2024July 2024 | $197M | 449 | 6 | 2 |
| Mar 2023March 2023 | $141M | 417 | 5 | 2 |
| Feb 2022February 2022 | $163M | 393 | 5 | 2 |
| May 2021May 2021 | $137M | 379 | 5 | 2 |
Besides its headquarters, AGH Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Kansas · 1 listed address
- 301 N. Main Street, Suite 1700, WichitaHQ
Other business names
AGH Wealth Advisors has reported 1 other business name to the SEC.
- Agh Wealth Management
Contact and registration details
- Legal name
- Agh Wealth Advisors, LLC
- Headquarters
- 301 N. Main Street, Suite 1700, Wichita, KS 67202
- Website
- aghwealth.com
- Phone
- 316-267-3220
- SEC file
- 801-69091
- Structure
- Kansas LLC
- Fiscal year end
- December
AGH Wealth Advisors’ named custodians for separately managed accounts are LPL Financial ($258M, 57%) and American Trust Custody Services ($194M, 43%). AGH Wealth Advisors has custody of $133M for 149 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $258M57%
- American Trust Custody ServicesAmerican Trust Custody Services · Pittsburgh, PA · $194M43%
At year end, AGH Wealth Advisors’ separately managed accounts were mostly in funds (76%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $158M across 129 positions; the largest are State Str SPDR S&P 500 ETF T (10.3%), J P Morgan Exchange Traded F (6.0%) and American Centy ETF TR (5.3%).
What the accounts hold
- Stocks18%
- Funds76%
- Registered funds75%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does AGH Wealth Advisors have?
AGH Wealth Advisors has 489 clients and manages $456 million for them, as of March 2026. They include 245 individual clients, 220 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does AGH Wealth Advisors offer?
AGH Wealth Advisors 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 AGH Wealth Advisors charge?
AGH Wealth Advisors charges up to 2.00% a year for its AGH Wealth Wrap Fee Program. The fee is billed in advance, is negotiable and requires an account of at least $5,000.
Source: AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE, filed 2 March 2026
Which custodians does AGH Wealth Advisors use?
AGH Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $258M and American Trust Custody Services (Pittsburgh, PA), with $194M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does AGH Wealth Advisors have?
AGH Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 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 AGH Wealth Advisors invest in?
At the end of its last fiscal year, AGH Wealth Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does AGH Wealth Advisors have a minimum investment?
Yes, AGH Wealth Advisors’ minimum account size for its AGH Wealth Wrap Fee Program is $5K.
Source: AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE, filed 2 March 2026
Who owns AGH Wealth Advisors?
AGH Wealth Advisors’ direct owner is Allen, Gibbs & Houlik, L.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does AGH Wealth Advisors get paid?
AGH Wealth Advisors is paid through a percentage of assets under management, hourly charges 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 AGH Wealth Advisors?
AGH Wealth Advisors’ main office is at 301 N. Main Street, Suite 1700, Wichita, KS 67202. Its phone number is 316-267-3220. Its website is aghwealth.com.
