MASSAPEQUA, NYCRD 159083Latest ADV February 17, 2026
Adc Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Massapequa, NY. Its latest Form ADV filing, dated February 17, 2026, reports $206M in regulatory assets under management, 2 employees, and 224 accounts.
Assets Under Management
$206M
Employees
2
Offices
--
Total Clients
93
Primary office
MASSAPEQUA, NY
30 D BROADWAY, SUITE 200, MASSAPEQUA, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
59
2
HNWI
33.3%
31
3
Pension Plans
3.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of February 17, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$206M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$206M
Total Accounts224
10Y AUM Change+$105M (+104.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.