ADC WEALTH MANAGEMENT, LLC
  • ADC WEALTH MANAGEMENT, LLC
  • ADC FINANCIAL GROUP
  • ADC FINANCIAL, LLC

Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 04/05/2012
Other registrations (1)
ADV Location MASSAPEQUA, NY, United States
Contact Info 516 xxxxxxx
Websites
AUM* 206,122,106 11%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 920,188 8%
% High Net Worth 33.33% -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

208M 178M 149M 119M 89M 59M 30M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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