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AOG Wealth Management

Headquartered in RESTON, VA

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Firm Information

AOG Wealth Management, headquartered in RESTON, VA, is an investment advisor firm specializing in financial planning, portfolio management for individuals, investment companies, and businesses. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations, managing over $341 million in assets. AOG Wealth Management boasts a team of eight investment advisor representatives and two licensed agents.

AOG Wealth Management

11911 FREEDOM DRIVE

RESTON, VA 20190

$341.28M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

AOG WEALTH MANAGEMENT has a total of 4 branch locations across the country.
location

Chicago, IL

location

Raleigh, NC

location

Reston, VA

location

RESTON, VA

Advisors at AOG Wealth Management

View All 7 Advisors
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Frederick Peter Baerenz

RA

RESTON, VA

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James Thomas Ortlip

CFP®, RA

RESTON, VA

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Erin Melissa Holt

CFP®, RA

RESTON, VA

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Amanda Michele Pfeifle

RA

Reston, VA

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Susan Marie White

RA

Reston, VA

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Aaron Jay Rosen

CFA®, RA

Reston, VA

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Alan Lin

RA

Chicago, IL

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Sarah Lydia grace Gosselin

RA

RESTON, VA

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Disclosures

There are no public disclosures for AOG Wealth Management.

Frequently Asked Questions (6)

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