AG ASSET ADVISORY, LLC
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About the firm
AG Asset Advisory designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs. Founded by entrepreneurs focused on the entrepreneur, the firm offers a family office approach to help clients avoid missed opportunities, minimize taxes, and manage complexity. They believe clients deserve the same talent, strategies, and processes previously only afforded to billionaires.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke wealth planning strategies and customized solutions including tax mitigation strategies, management of complex financial situations (multiple entities, trusts, ISOs, NSOs, founder's stock, Section 1202 and QSBS, mortgages), and a family office process covering exits and liquidity events.
Who they serve
Highly successful entrepreneurs, including tech and business entrepreneurs approaching an exit, who face complexity from diverse balance sheets, multiple entities, trusts, equity compensation, and liquidity events.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $4.8M |
| High Net Worth Individuals | 33 | $410M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AG ASSET ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.