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AOG WEALTH MANAGEMENT
AOG WEALTH MANAGEMENT (CRD# 159026) is an SEC-Registered Investment Advisor (RIA), headquartered in Great Falls, VA. The SEC approved the firm to operate as an RIA in Mar 2013. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $212.6 Million, and has discretion over 55% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AOG WEALTH MANAGEMENT also reported in Oct 2018:
  • 11 employees, with 4 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AOG WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.
 

View AOG WEALTH MANAGEMENT's most recent Form ADV filing
 


AOG WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: CA-Mar 2013, DC-Mar 2013, FL-Mar 2013, MD-Mar 2013, VA-Mar 2013

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.