Overview
Assets Under Management: $208 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 37
Average Client Assets: $5 million
Frequently Asked Questions
ADC WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159083), ADC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADC WEALTH MANAGEMENT, LLC is headquartered in MASSAPEQUA, NY.
ADC WEALTH MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, ADC WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ADC WEALTH MANAGEMENT, LLC manages $208 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, ADC WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.50
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 228
Non-Discretionary Accounts: 228
Regulatory Filings
CRD Number: 159083
Last Filing Date: 2025-01-22 00:00:00
Website: https://adcwealth.com