Adc Wealth Management, LLC
Adc Wealth Management, LLC is an SEC-registered wealth manager in Massapequa, NY with $206.1M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Adc Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159083, SEC 801-75532, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $206.1M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Massapequa, NY
- Employees
- 2
- Clients
- 93
- CRD
- 159083
- Ownership
- CASTRO, DOUGLAS, NMN; OLIVERAS, PAULA; OLIVERAS, PAULA, ALEXANDRA
How much AUM does Adc Wealth Management, LLC have?
Adc Wealth Management, LLC reported $206.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Adc Wealth Management, LLC?
Disclosed owners and executives of Adc Wealth Management, LLC include CASTRO, DOUGLAS, NMN, OLIVERAS, PAULA, OLIVERAS, PAULA, ALEXANDRA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.