ADRIATIC WEALTH MANAGEMENT LLC

ADRIATIC WEALTH MANAGEMENT LLC of NORWALK, CT is an SEC-registered investment adviser (CRD 287493). Regulatory assets under management: $2.6M.

Registration

• CRD: 287493
• Type: Registered investment adviser
• Location: 14 BETMARLEA RD, NORWALK, CT, 06850
• Phone: 646-251-8602
• Latest filing: 2026-03-30
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287493 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search