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

https://www.linkedin.com/in/wendy-adair-britton-a50717229/

By the Numbers

Total Assets Under Management

35

MILLION
Total Number of Accounts

198

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Wendy A. Britton

CRD#: 4281519

Bellevue, WA

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.

Richard Philipovich

CRD#: 7503034

Bellevue, WA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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