Verified 10 Nov 2026
AG Asset Advisory, LLC
AG Asset Advisory, LLC is an SEC-registered multi-family office in Los Angeles that works with business owners and entrepreneurs nearing a liquidity event. Its founder wrote a book on preparing for an exit, and the firm concentrates on tax planning and on handling founder stock, QSBS, trusts and multiple entities. Its Form ADV filed on 5 March 2026 reported $440 million in regulatory assets for 33 clients.
- Type
- Multi-family office
- Location
- Los Angeles, California, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $440M regulatory AUM (Form ADV, filed 2026-03-05)
- Latest fund or filing
- 5 Mar 2026
- Website
- agassetadvisory.com
Contacts on file
For AG Asset Advisory, LLC, the paid file holds: 2 named decision-makers with roles; firm contact email.
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