Adc Wealth Management, LLC
● SEC registered since 2012CRD 159083SEC# 801-75532Massapequa, NY
Reg. AUM
$206.1M
Employees
2
Accounts
224
Location
Massapequa, NY
Adc Wealth Management, LLC assets under management
Adc Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Massapequa, NY. The firm has been registered since 2012. It reports $206.1 million in regulatory assets under management and employs 2 people.
Adc Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Nmn Castro | Managing Member | Over 75% | 2011 |
| Paula Alexandra Oliveras | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Adc Wealth Management, LLC manage?
Adc Wealth Management, LLC reports $206.1 million in regulatory assets under management on its Form ADV.
How many employees does Adc Wealth Management, LLC have?
Adc Wealth Management, LLC reports 2 employees.
Where is Adc Wealth Management, LLC located?
Adc Wealth Management, LLC is based in Massapequa, NY and has been SEC-registered since 2012.
Does Adc Wealth Management, LLC disclose fund performance?
Adc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 D Broadway, Suite 200, Massapequa, NY 11758 |
| Phone | 516-308-7514 |
| Fax | 516-308-7517 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.1M▼ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$206.1Mregulatory AUM
Discretionary $0Non-discretionary $206.1M