About Agh Wealth Advisors, LLC
<p>Lifestyle to Legacy™ is the planning process behind Agh Wealth Advisors, LLC, and it starts with a written financial map based on goals, risk tolerance, and long-term priorities.</p> <p>Based in Wichita in south-central Kansas, the firm works with individuals and institutions across the Wichita metro and surrounding region. 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 hire the team for ongoing investment management and day-to-day private wealth management, plus planning that connects retirement decisions with investments, estate planning, and lifestyle choices. The difference is the firm’s named Lifestyle to Legacy™ framework, which gives clients a consistent way to weigh trade-offs and track progress over time.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for retirement-focused planning and investing</li> <li>Financial mapping and wealth planning</li> <li>Ongoing investment management</li> <li>Private wealth management</li> <li>Institutional wealth 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 |