Agh Wealth Advisors, LLC (Wichita)

Agh Wealth Advisors, LLC is a large advisory firm based in Wichita. It manages $227.91 million of regulatory assets for 331 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas, Missouri, Nebraska, Oklahoma, and Texas.

Agh Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and hourly consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Agh Wealth Advisors: assets under management

The assets under management (AUM) of Agh Wealth Advisors, LLC is $227.91 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.75 million in discretionary accounts and $134.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.95 million.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment and business development companies, which make up 19% of the firm’s portfolio. Investments in government bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agh Wealth Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brad James Bechtel serves?

The firm provides services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Brad James Bechtel is pension and profit sharing plans with 33 clients and $134.09 million of assets under management. Among the 8 most similar advisory firms, Agh Wealth Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $227.91 million for 331 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Agh Wealth Advisors doesn't advise any private funds.

Careers at Agh Wealth Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brad James Bechtel has been acting as President since 1 Mar 2008. Gibbs & Houlik L.C. Allen joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gibbs & Houlik L.C. Allen	Managing member	1 Mar 2008	75% - 100%	48-1032601
Paul Steven Allen	Chief executive officer	1 Mar 2008	Other	4478080
Donald Jay Glenn	Executive vice president	1 Mar 2008	Other	3267502
Steven Anton Houlik	Executive vice president	1 Mar 2008	Other	3267506
Brad James Bechtel	President/chief compliance officer	1 Mar 2008	Other	3267534

Based in Wichita

The principal office where Agh Wealth Advisors, LLC performs its advisory services is located at 301 N. Main Street, Wichita, KS 67202, which is also the mailing address of the firm. An additional office of the firm is in Olathe, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 316-267-3220 or by fax 316-291-4115. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.