Manager · ADG Wealth Management Group, LLC
Pierre L. Adams
CRD 2798030 · Named on Form ADV at 2 SEC-registered advisers
At a glance
ADG Wealth Management Group, LLC, an SEC-registered wealth manager based in Metairie, LA with $336 million in regulatory assets, lists Pierre L. Adams on its Form ADV as Manager, a control person. The SEC filings also name Pierre at 1 other registered adviser.
Firms and roles
- ADG Wealth Management Group, LLCManagerWealth manager · Metairie, LA · $336M in regulatory assets
- Wealthharbor Capital Group, LLCPartnerAsset manager · Metairie, LA · $335M in regulatory assets
AtlasMembers
Pierre’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas A. DannaManager, ADG Wealth Management Group, LLC
- STEPHANIE B. KELLYChief Compliance Officer, ADG Wealth Management Group, LLC
- Brandon S. GrandboucheManaging Partner, CCO, Wealthharbor Capital Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Pierre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.