VON ADELUNG WEALTH MANAGEMENT

Overview

Von Adelung Wealth Management operates as an independent registered investment adviser focused on serving individuals, families and select institutional clients. The firm combines fee-based advisory services with brokerage and insurance capabilities; it acts as a registered representative of a broker-dealer and as an insurance broker, which informs the product set available to clients. Advisory services include financial planning and portfolio management for individuals and small businesses, with fee arrangements that can be percentage of assets under management, hourly charges or fixed fees. The firm is not positioned as a capital allocator or a multi-state adviser and does not market itself as an ESG-focused manager. Investment activity shows a willingness to incorporate external managers and non-traditional exposures alongside traditional mutual funds and corporate debt, reflecting a multi-asset approach tailored to private clients’ income, diversification and planning needs.

Assets & Accounts

Investments & Alternatives

Location & Offices