Updated:
AG Wealth Management
AG Wealth Management, PLLC is a state-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 a state-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).
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).
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: