Von Adelung Wealth Management

Overview

Von Adelung Wealth Management is a small, privately owned corporate advisory firm operating as an independent RIA that serves individual and family clients as well as some institutional relationships. Its advisory practice focuses on financial planning and portfolio management for individuals and small businesses. The firm offers multiple fee arrangements — percentage of AUM, hourly billing, and fixed fees — and also conducts business activity as a registered representative of a broker-dealer and as an insurance broker, which can lead to dual-capacity client interactions (investment advice alongside brokerage and insurance services). The firm is state-registered to provide advisory services in Alabama, California, Florida, Massachusetts, Nebraska, Nevada, Ohio, Oregon, Tennessee, and Wisconsin. The owner is an individual rather than an institutional entity, and the firm does not position itself as a dedicated capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices