A complete list of active advisors currently associated with ADG Wealth Management Group, LLC
Warmer can help you find a great advisor at ADG Wealth Management Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at ADG Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 30
| |
Metairie, LA
| 24
| |
Metairie, LA
| 25
|
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