AG Wealth Management

AG Wealth Management

AG Wealth Management was established in Houston, Texas, by Allen Gardiner, who serves as its Founder and Managing Principal. The firm structures itself as a multi-family office, serving a small number of wealthy families rather than a single principal. Its wealth origin has not been publicly detailed, but the firm's focus on private credit and energy infrastructure suggests capital accumulated through the Texas energy sector. The firm's investment strategy centers on direct placements and co-investments across private credit, real estate, and energy transition infrastructure. AG Wealth Management has been active in middle-market lending, real estate development in the US Sun Belt, and renewable energy projects. Known co-investors include institutional credit funds and regional real estate developers. The firm targets risk-adjusted returns through asset-backed lending and equity positions in energy infrastructure. AG Wealth Management operates with a lean team structure from its Houston headquarters. The firm does not publicly disclose AUM or the number of families it serves. It is associated with philanthropic work through independent family foundations tied to its clients but maintains a separation between investment and charitable entities. No major operational events have been reported in the last 24 months. AG Wealth Management's structural differentiator is its middle-market focus in Texas, leveraging local relationships to source proprietary deal flow in energy and real estate. Its multi-family office model allows it to aggregate capital from several families for larger direct investments, a strategy less common among smaller regional family offices.