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ADC WEALTH MANAGEMENT, LLC
CRD 159083 · SEC 801-75532
30 D BROADWAY, SUITE 200, MASSAPEQUA, NY, 11758, United States
Phone
516-308-7514
Fax
516-308-7517
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $22.8M |
| High net worth individuals | 31 | $175.0M |
| Pension/profit sharing plans | 3 | $8.4M |
States served
MA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD