# AG Wealth Management

AG Wealth Management is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, Texas, United States
- **Assets under management:** Undisclosed
- **Website:** agwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/asadgourani

## Regulatory record

- **CRD number:** 290273
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290273

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Energy Transition & Renewables

## People

- Allen Gardiner — Founder & Managing Principal

## 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).

## Related profiles

- [Williams Financial Planning, Inc.](https://altss.com/profile/williams-financial-planning-inc)
- [Hutch Capital Management](https://altss.com/profile/hutch-capital-management-llc)

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Last updated: 2026-07-06T01:24:10.893Z

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