Overview
Assets Under Management: $686 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 518
Average Client Assets: $1 million
Frequently Asked Questions
ADK WEALTH ADVISORY GROUP 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 #175085), ADK WEALTH ADVISORY GROUP is subject to fiduciary duty under federal law.
ADK WEALTH ADVISORY GROUP is headquartered in ST. LOUIS, MO.
ADK WEALTH ADVISORY GROUP serves 518 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, ADK WEALTH ADVISORY GROUP offers financial planning and portfolio management for individuals. View all service details ↓
ADK WEALTH ADVISORY GROUP manages $686 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, ADK WEALTH ADVISORY GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 518
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.18
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,106
Discretionary Accounts: 2,106
Regulatory Filings
CRD Number: 175085
Filing ID: 2033250
Last Filing Date: 2025-12-19 10:38:31
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