Adc Wealth Management, LLC

Adc Wealth Management, LLC (CRD# 159083) is a financial advisory firm headquartered in Massapequa, NY. They manage $186,442,000 in 219 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

30 D Broadway, Suite 200, Massapequa, NY 11758

https://www.adcwealth.com

By the Numbers

Total Assets Under Management

186

MILLION
Total Number of Accounts

219

ACCOUNTS
Average Account Value

$851,333

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, MA, NY, TX

Financial Advisors at Adc Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Douglas Castro

CRD#: 2263200

30 D Broadway, Suite 200, Massapequa, NY 11758

Douglas Castro (CRD# 2263200) is an Investment Advisor Representative working at Adc Wealth Management, LLC in Massapequa, NY and has over 31 years of experience in the finance industry.

Paula A. Oliveras

CRD#: 6093745

30 D Broadway, Suite 200, Massapequa, NY 11758

Paula Oliveras (CRD# 6093745) is an Investment Advisor Representative working at Adc Wealth Management, LLC in Massapequa, NY and has over 11 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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