Von Adelung Wealth Management

Von Adelung Wealth Management (CRD# 134849) is a financial advisory firm headquartered in Montrose, CA. They manage $62,832,648 in 841 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2550 Honolulu Avenue, Suite 209, Montrose, CA 91020
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $74,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NE, OH, OR, TN, WI

Financial Advisors at Von Adelung Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Gray Von Adelung, financial advisor Glendale CA
Gray Von Adelung
CRD#: 1719033
1100 East Broadway, Suite 305, Glendale, CA 91205

Gray Von Adelung (CRD# 1719033) is an Investment Advisor Representative working at Von Adelung Wealth Management in Glendale, CA and has over 34 years of experience in the finance industry.

2
Trevor Lalisan, financial advisor Montrose CA
Trevor Lalisan
CRD#: 7640915
2550 Honolulu Avenue, Suite 209, Montrose, CA 91020

Trevor Lalisan (CRD# 7640915) is an Investment Advisor Representative working at Von Adelung Wealth Management in Montrose, CA and has 1 year 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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