AG Wealth Management, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,779,707
Clients
18
Advisors
2
across 2 offices
About
AG Wealth Management serves individual and high‑net‑worth clients as well as retirement plans and corporate clients, offering investment management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm provides both ongoing portfolio management and discrete financial planning engagements, including newly offered hourly planning options.
Portfolios are constructed to client‑specific investment policy statements and guided by asset allocation, with analysis drawing on fundamental, technical, cyclical, and charting techniques; the firm generally manages accounts on a discretionary basis with regular quarterly reviews. AG Wealth also incorporates third‑party advisers for specialized solutions (for example, direct‑indexing providers) and documents ERISA fiduciary roles when serving plan sponsors.
Distinctive features include an affiliated accounting/tax business that provides tax‑preparation services to clients at no additional charge and a principal who also serves as a contracted planner for another advisory firm, creating formal ties to other advisers. Compared with many peers, the firm’s client mix and small roster of advisory relationships (two advisors and under twenty clients) support more hands‑on, customized planning and the firm discloses procedures to address potential conflicts arising from its accounting affiliation and external advisory relationships.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$300 per hour, billed in 15-minute increments.
Account minimum: $250,000 Minimum fee: Quarterly minimum fee for new clients is $1,750. Fee-only: Comprehensive Financial Planning: upfront $2,000 plus ongoing quarterly fees ranging from $1,750 to $10,000 depending on complexity. Fees offset by AUM advisory fees.
Main office
See officeYpsilanti MI
Advisors at this office
1
Most active in
California · Michigan · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Leslie R
CFP®
Irvine, CA
AG Wealth Management, PLLC
Leslie Rea is a CFP® professional with two years of industry experience, currently serving at AG Wealth Management, PLLC in Irvine, CA. Prior roles include positions at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual and high-net-worth clients, retirement plans, and corporate clients with investment management and comprehensive financial planning. The firm offers both ongoing portfolio management and discrete planning engagements, utilizing a variety of analytical techniques and incorporating third-party advisers for specialized solutions.
Asad G
CFP®, EA
Ypsilanti, MI
AG Wealth Management, PLLC
Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management. Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ. Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals. Read Asad's Blog here: https://www.agwealthm.com/blog/
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)