ADG Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$333,464,250
Clients
555
Advisors
3
of 4 employees
About
ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, corporations, and business entities. The firm reports managing about $336 million in client assets across discretionary and non‑discretionary accounts and serves roughly 555 clients with a small advisory team.
ADG describes itself as an active money manager that combines technical and fundamental analysis, compiling economic and market data weekly and using moving averages to generate buy/sell signals and to reposition accounts — including moving to cash as a defensive strategy. It implements a range of model‑based strategies (bond rotation, municipal and taxable fixed‑income models, equity rotation, growth & income, income & growth, and a Strategic Advisory model), and may use third‑party managers or wrap programs for implementation.
A notable distinguishing feature is the firm’s affiliation with another registered adviser: ADG acts as a sub‑advisor to WealthHarbor Capital Group and its principals have affiliated roles with that firm, creating an explicit adviser‑to‑adviser relationship. The brochure also discloses a recent material change in 2026 in which the owners ceased to be registered representatives of a broker‑dealer and brokerage services previously offered through NFS are no longer available, which may affect how some services are delivered.
Client services
Expertise
Fee options
Fixed fees possible for financial planning and consulting services; no set schedule provided
Up to 2% per year, negotiable
Hourly rate possible for financial planning and consulting services as per agreement
Fee-only: Fixed fees for financial planning and consulting services; fees may be flat fee or hourly rate, as detailed in financial planning agreement
Main office
433 Metairie Road, Suite 500
Metairie LA 70005
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Louisiana · Mississippi · New Hampshire · North Carolina · Tennessee · Texas
Also doing business as
Adg Wealth Management Group, LLC · Adg Wealth Management, LLC · Guidry, Paul G. · Paul G. Guidry · Paul G. Guidry A.D.A. Olsen & Guidry, LLC · Paul G. Guidry A.D.B.A. Olsen & Guidry, LLC · Paul G> Guidry A.D.B.A. Adg Wealth Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas D
Series 66
Metairie, LA
ADG Wealth Management Group, LLC
Nicholas Danna IV is a financial advisor at ADG Wealth Management Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at ADG Wealth Management since 2012, with prior experience at Triad Advisors, Inc. Outside of his advisory role, he serves as a youth soccer coach and board member for Louisiana Fire Juniors. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs an active money management approach, combining technical and fundamental analysis and using model-based strategies across various asset classes.
Stephanie K
Series 66
Metairie, LA
ADG Wealth Management Group, LLC
Stephanie Kelly is a financial advisor at ADG Wealth Management Group, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Triad Advisors, GWM Advisors, LLC, and LPL Financial. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm manages approximately $336 million in client assets using active money management techniques that combine technical and fundamental analysis and model-based strategies.
Pierre A
Series 63, Series 65
Metairie, LA
ADG Wealth Management Group, LLC
Pierre Adams is a financial advisor with ADG Wealth Management Group, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at ADG Wealth Management since 2012 and previously at Triad Advisors, Inc. Outside of advisory services, Adams is involved in managing family recreational properties and participates as an investor in real estate renovation projects. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs active money management strategies based on technical and fundamental analysis and manages approximately $336 million in client assets.
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