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AOG Wealth Management

EST. AUM
$341,281,685

CONTACTS
2

CLIENT ACCOUNTS
1,056

Firm Details

Metro area Washington, DC
CRD Number 159026
Website aogwealth.com
Client types

Overview

Established in 2000, AOG Wealth Management has served Northern Virginia, D.C. and Maryland as an independent Registered Investment Advisor (RIA) specializing in managing wealth for high-net worth individuals, companies, pension plans, Trusts, donor advised funds, and accounts of similar nature. Continue your journey to financial freedom through AOG investment strategies that go beyond the traditional asset classes of stocks, bonds and cash. By engaging an endowment-style model, AOG adds up to five non-traditional asset classes with low correlation to the stock market. *Acquired by F.L. Putnam Investment Management Company in March 2025

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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