ADES WEALTH MANAGEMENT INC.

Overview

Ades Wealth Management Inc. is a small, fee-based advisory boutique focused on managing individual and family portfolios. The firm runs a heavily equity-oriented strategy, with exchange-traded equities forming the core of client portfolios. Advisory services center on portfolio management for individuals and small businesses and are delivered on a discretionary basis across a very small client base. Custody through Interactive Brokers suggests the firm uses execution-oriented tools and liquid, exchange-listed instruments as primary implementation vehicles. The firm charges fees as a percentage of assets under management and appears to favor straightforward, liquid portfolio construction rather than large allocations to private or illiquid strategies. That said, the firm does allocate to alternative asset classes through third-party managers, specifically in real estate, commodities, and oil & gas, and also uses annuities and mutual funds as supplemental building blocks when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices