ADS Wealth Management LLC

Overview

ADS Wealth Management LLC is an independent RIA structured as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model includes percentage-of-AUM charges alongside subscription and fixed fees. ADS does not present itself as a capital allocator or a multi-state adviser, and it is not an active ESG investor or a pension consultant. The firm maintains an industry affiliation with an insurance company. All advisory activity reported is non-discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives