ADK Wealth Advisory Group Review

Trust Score 80%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

ADK Wealth Advisory Group, federally registered in 2015, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 5 advisors. ADK Wealth Advisory Group manages $339.6 million and provides investment advisory services for 788 clients (1:158 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $430,903
Hybrid Advisor Yes
Disciplinary History No
Total AUM $339.6 million
Advisor / Client Ratio 1:158
Headquarters Louis, MO
SEC Filings Forms and Brochures    (CRD # 175085)
State(s) Registered AL, AZ, CA, CO, FL, IL, IN, KS, MI, MN, MO, OH, OR, PA, TN, TX, WA

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