Adk Wealth Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$768M
Employees
13
Offices
2 offices
Total Clients
1,208
Primary office
ST. LOUIS, MO
12935 NORTH OUTER FORTY ROAD, SUITE 101, ST. LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
655
2
HNWI
44.7%
540
3
Corporations
0.6%
7
4
Charitable
0.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$768Mas of May 21, 2026
Discretionary100.0%
$768M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$768M
Total Accounts2,166
10Y AUM Change+$492M (+177.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee93:1
10Y Employee Change+2 (+18.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.