| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Nmn Castro | Managing Member | Over 75% | 2011 |
| Paula Alexandra Oliveras | Chief Compliance Officer | Under 5% | 2018 |
Adc Wealth Management, LLC reports $206.1 million in regulatory assets under management on its Form ADV.
Adc Wealth Management, LLC reports 2 employees.
Adc Wealth Management, LLC is based in Massapequa, NY and has been SEC-registered since 2012.
Adc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30 D Broadway, Suite 200, Massapequa, NY 11758 |
| Phone | 516-308-7514 |
| Fax | 516-308-7517 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $206.1M |
| Total (RAUM) | $206.1M |