ADK Wealthcare Partners
Firm details
- Headquarters
- ,
- CRD number
- 305867
- Custodians
- CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.36%
- Individuals27.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ADK Wealthcare Partners is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and discretionary portfolio management for individual clients and small businesses. Compensation is flexible: the adviser charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. ADK does not identify as an active ESG investor and is not structured as a multi-state or affiliated adviser; it does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- Private Funds5%
Contacts
1 of 1
Albert Kaufman
Managing DirectorCRD 4555119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Midas Capital Management
RIASan Francisco, CA
William Roane Skeeters, Inc.
RIADallas, TX
Polygon Investment Management
RIAM3sixty Capital, LLC
RIAFairway, KS
Miller, Fleming & Associates
RIASonoma, CA
Omnivest Group LLC
RIAPrinceton, NJ