Adare Asset Management, LLC
Adare Asset Management, LLC is an SEC-registered ria in Lancaster, PA with $159.3M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Adare Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152471, SEC 801-124714, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $159.3M (2026-02-26)
- Firm type
- Ria
- Location
- Lancaster, PA
- Employees
- 1
- Clients
- 80
- CRD
- 152471
- Ownership
- DEERY, TIMOTHY, NEIL; MAGUIRE, ALEXANDER, ANDERSON
How much AUM does Adare Asset Management, LLC have?
Adare Asset Management, LLC reported $159.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Adare Asset Management, LLC?
Disclosed owners and executives of Adare Asset Management, LLC include DEERY, TIMOTHY, NEIL, MAGUIRE, ALEXANDER, ANDERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.