Adam Sommers, financial advisor West Chester PA

Adam Sommers

CRD Number: 2969821
Current Firm: Wealthcare Advisory Partners LLC

Adam Sommers (CRD# 2969821) is an Investment Advisor Representative and is the founder of Sommers Financial Management, the only Independent, Fee-Only Fiduciary advisor in Columbia County, Oregon. He has over 13 years of experience in the finance industry, with a background in accounting.

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Company Name Location Dates Years
Wealthcare Advisory Partners, LLC Tucson, AZ Dec 2022 - Current 1
Skyline Bel Air Estates Home Owners Association Tucson, AZ Jan 2020 - Current 4
Sasom Holdings LLC Tucson, AZ Jan 2018 - Current 6
Sommers Financial Management Tucson, AZ Jun 2002 - Current 21
Ayntegrity LLC Tucson, AZ Jan 2019 - Mar 2022 3
The Naked Alpha Fund St. Helens, OR Sep 2018 - Sep 2021 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam M. Sommers
Phone Number: 804.644.4711
Advisor Website: http://SIPIncome.com
Registered State(s):
  • AZ
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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