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AG Wealth Management, PLLC Logo
AG Wealth Management, PLLC CB Rank
1500108
Heat Score
56
Financial Planning for equity compensated tech professionals
Founded
obfuscation
Private Ann Arbor, Michigan, United States1-10 www.agwealthm.com
Accounting
Personal Finance
Wealth Management
Overview

AG Wealth Management, PLLC
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About AG Wealth Management, PLLC

CB Rank
1500108
Financial Planning for equity compensated tech professionals
Founded
obfuscation
Private Ann Arbor, Michigan, United States1-10 www.agwealthm.com
Accounting
Personal Finance
Wealth Management

Details

Operating Status Active
Company Type For Profit
Founders  Asad Gourani
About the Company
AG Wealth Management provides financial planning, investment management, tax planning and prep for equity compensated tech professionals.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Comprehensive financial planning service that helps clients organize finances, set goals, and create long-term strategies.
Investment Management
Management of diversified investment portfolios tailored to clients' goals, risk tolerance, and tax situations.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

Monthly Web Visits

701
2.19%
 in past month

IT Spend

$329.2KThis year, AG Wealth Management, PLLC is projected to spend $329.2K on IT, according to Aberdeen.

Active Website Tech Count

38AG Wealth Management, PLLC is actively using 38 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is AG Wealth Management, PLLC's headquarters? AG Wealth Management, PLLC is located in Ann Arbor, Michigan, United States.Who are AG Wealth Management, PLLC's competitors? Alternatives and possible competitors to AG Wealth Management, PLLC may include Harness Wealth, Perigon Wealth Management, and  Flow Financial Planning.
Who We Are
What We Do
Helpful Links
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