|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| ADC Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 159083 |
| SEC # | 801-75532 |
| CIK # | |
| AUM | $208.2 M (2025-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-308-7514 |
| Address | 30 D Broadway Massapequa, NY 11758 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 22.3 |
| (b) Individuals (high net worth individuals) | 37 | 167.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 18.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 208.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 228 | 208.2 |
| Total | 228 | 208.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.2 | |
| Total | 228 | 208.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stegent Equity Advisors Inc
✚
|
TX | 0.2 |
|
Dragus Capital LLC
✚
|
FL | 0.2 |
|
Blue Capital Inc
✚
|
NE | 0.2 |
|
Tenon Financial LLC
✚
|
NJ | 0.2 |
|
Park Square Financial Group LLC
✚
|
GA | 0.2 |
|
Ryan Investment Management Inc
✚
|
CO | 0.2 |
|
Storehouse Financial LLC
✚
|
TX | 0.2 |
|
Asset Management Strategies Inc
✚
|
IN | 0.2 |
|
Sachem Investment Counsel LLC
✚
|
0.2 | |
|
Powerhouse Assets LLC
✚
|
0.2 |