A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for ADG Wealth Management Group, LLC.

Business address: 433 Metairie Road, Suite 500, Metairie, LA, 70005
Top securities (13F): IVW, RSP, IVE, JEPI, JEPQ, VYMI, DGRO, IJH, IVV, IGRO, XLU, IEFA, QUAL, DVY, CVX, AAPL, DIVB, HDV, IBDR, and IBDS
State of incorporation: LA
Fiscal year end: 31 December

ADG Wealth Management Group, LLC has filed 6 SEC EDGAR filings since 05 Feb 2025

Recent SEC filings for ADG Wealth Management Group, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 Jan 2026	31 Dec 2025	028-24767
N-PX	Open N-PX document	View SEC filing for N-PX	16 Oct 2025	30 Jun 2025	028-24767
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Oct 2025	30 Sep 2025	028-24767
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Aug 2025	30 Jun 2025	028-24767
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	01 May 2025	31 Mar 2025	028-24767
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Feb 2025	31 Dec 2024	028-24767

ADG Wealth Management Group, LLC files with the SEC under CIK 0002053824. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.