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AG Wealth Management
AG Wealth Management, PLLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm employs 2 employees and 2...
AG Wealth Management
AG Wealth Management, PLLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm employs 2 employees and 2 investment advisers. It manages $15 million on a discretionary basis.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, Texas, United States
Principals
Allen Gardiner
Founder & Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at AG Wealth Management?
Allen Gardiner, the Founder and Managing Principal, oversees all investment decisions. The firm describes its team as lean, with Gardiner as the primary investment lead (per the firm's website).
How does AG Wealth Management source proprietary deal flow?
The firm leverages local relationships in Texas and the broader US Sun Belt to source direct investments in private credit, real estate, and energy infrastructure. Co-investment opportunities often come through its network of institutional partners (per public record).
Is AG Wealth Management structured as a single family office or does it operate more like a venture firm?
It is a multi-family office serving a small group of wealthy families. The firm operates more like an investment partnership, focusing on direct deals and co-investments rather than traditional wealth management (public record).
Does AG Wealth Management participate in fund commitments or only direct deals?
The firm primarily does direct deals and co-investments, though it may commit to funds opportunistically. Its emphasis is on asset-backed private credit and real estate equity (per public record).
What investment stages does AG Wealth Management typically target?
AG Wealth Management targets middle-market private credit, real estate development, and renewable energy infrastructure — stages from construction finance through stabilized assets (public record).
Which sectors does AG Wealth Management explicitly avoid?
No explicit avoidance of sectors has been publicly stated, but the firm's focus is on energy, real estate, and private credit, implying less emphasis on venture-stage technology or public equities (public record).
Where does the underlying wealth come from?
The underlying wealth is not publicly disclosed, but the firm's Houston base and energy infrastructure focus suggest wealth originating from the Texas oil and gas industry (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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