ADK WEALTHCARE PARTNERS

ADK WEALTHCARE PARTNERS is an SEC-registered investment adviser (CRD 305867). Regulatory assets under management: $28.7M.

Registration

• CRD: 305867
• Type: Registered investment adviser
• Phone: 618-488-6455
• Latest filing: 2026-02-05
• Regulatory AUM: $28.7M
• Discretionary AUM: $26.2M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 113

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305867 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search