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| Keyboard |
| ADC Wealth Management LLC
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|---|---|
| CRD # | 159083 |
| SEC # | 801-75532 |
| CIK # | |
| AUM | 206.1 M (2026-02-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 59 | 22.8 |
| (b) Individuals (high net worth individuals) | 31 | 175.0 |
| (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 | 3 | 8.4 |
| (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 | 224 | 206.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 224 | 206.1 |
| Total | 224 | 206.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.1 | |
| Total | 224 | 206.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 207.4 M |
|
Counterweight Ventures LLC
✚
|
NC | 207.2 M |
|
FFO Investments LLC
✚
|
FL | 207.1 M |
|
Purtill Financial LLC
✚
|
OH | 207.1 M |
|
Lake Hills Wealth Management LLC
✚
|
TX | 206.9 M |
|
Kenneth Frenke & Co Inc
✚
|
NC | 206.5 M |
|
Glasgow & Associates LLC
✚
|
NC | 206.5 M |
|
Safebridge LLC
✚
|
205.3 M | |
|
Chesapeake Investment Management LLC
✚
|
VA | 205.0 M |
|
Kirk Capital Advisors LLC
✚
|
VA | 204.9 M |