Adair Wealth Management
Adair Wealth Management (CRD# 285147) is a financial advisory firm headquartered in , . They manage $34,951,292 in 198 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Adair Wealth Management
By the Numbers
-
Total Assets Under Management35MILLION
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Total Number of Accounts198ACCOUNTS
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Average Account Value$176,522
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX, WA
Financial Advisors at Adair Wealth Management
1
Wendy Britton (CRD# 4281519) is an Investment Advisor Representative working at Adair Wealth Management in Bellevue, WA and has over 23 years of experience in the finance industry.
2
Richard Philipovich (CRD# 7503034) is an Investment Advisor Representative working at Adair Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.
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