SourcingSourcing

AGH WEALTH ADVISORS, LLC

C35
CRD 146796·SEC 801-69091·WICHITA, KS
AUM
$456.3M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGH WEALTH ADVISORS, LLC
CRD
146796
SEC file #
801-69091
EIN
262107684
DBA names
—

Economics

AUM
$456.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$227.9M → $456.3M▲ +100%
Client mix
Individuals Other245
Individuals High Net Worth220
Pension Profit Sharing Plans24

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
WICHITA KS
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
linkedin.com/showcase/agh-wealth-management/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLEN, GIBBS & HOULIK, L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ALLEN, GIBBS & HOULIK, L.C.
ALLEN, PAUL, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:agh.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
139,221
Form 5500 Compensation Trajectory 3y
2025139,221
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
139,221
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0002061010
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-04-04
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002061010-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
301 N. MAIN STREETSUITE 1700WICHITA, KS 67202
Business
301 N. MAIN STREETSUITE 1700WICHITA, KS 67202
Edgar EIN
262107684
Edgar Recent Filings
13F-HR2026-04-22 · 0002061010-26-000002
13F-HR2026-02-04 · 0002061010-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
BECHTEL, BRAD, JAMES
IAR · Executive Officer · 2.5%
3267534
ALLEN, PAUL, STEVEN
Executive Officer · 2.5%
4478080
BRIAN CHRISTOPHER GENSCH
IAR
5022905
TIMOTHY AARON PENNER
IAR
4850001
Robert E Frey
IAR
7625241
Evan William Terry
IAR
7377432
DAVID KURTH DARBY
IAR
1887305