Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
A.G. Wealth Management Advisors, Inc.
EIN 20-4734489Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
23441 S. POINTE DRIVE, SUITE 290 - LAGUNA HILLS, CA 926537623949-600-9900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A G WEALTH MANAGEMENT ADVISORS INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A.G. WEALTH MANAGEMENT ADVISORS, INC. 401(K) PLAN
401(k)
Assets$899K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A G WEALTH MANAGEMENT ADVISORS INC. DEFINED BENEFIT PLAN | Traditional DB | $2.6M | 3 | 2025 | |
| 001 | A.G. WEALTH MANAGEMENT ADVISORS, INC. 401(K) PLAN | 401(k) | $899K | 3 | 2025 |
Retirement plans