About Agh Wealth Advisors, LLC
<p>Built around its “Lifestyle to Legacy™” process, Agh Wealth Advisors, LLC develops financial maps that start with client goals, risk tolerance, and long-term plans.</p> <p>Headquartered in Wichita in south-central Kansas, the firm works with individuals and institutions on wealth planning and ongoing investment management. Agh Wealth Advisors reports $0.4B in assets under management (2026). It is registered with the SEC and is associated with LPL Financial LLC.</p> <p>Clients use the firm for day-to-day private wealth management as well as broader planning that ties retirement, investments, estate planning, and lifestyle decisions together. The differentiator is its named process that connects “lifestyle” priorities to “legacy” outcomes, giving clients a clear framework for decisions over time.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for retirement-focused planning and investing</li> <li>Wealth planning and personal financial mapping</li> <li>Private wealth management</li> <li>Institutional wealth management</li> <li>Planning support for retirement, investments, estate planning, and lifestyle management</li> </ul>
Website: https://www.aghwealth.com/
Office Locations
- Wichita, KS (Headquarters)
- Wichita, KS (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $439.9M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MORIDGE MANUFACTURING, INC. 401(K) PLAN | MORIDGE MANUFACTURING, INC, KS | $16M | 183 |
| PK COMPANIES GROUP, LLC 401(K) PLAN | PK COMPANIES GROUP, LLC, KS | $15M | 501 |