ADC WEALTH MANAGEMENT, LLC
CRD #159083 SEC #801-75532 MASSAPEQUA, NY 516-308-7514
SEC Registered
Total AUM
$208.2M
Discretionary
$0
Employees
2
Clients
101
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $208.2M | $0 | $208.2M | 2 | 0 |
| Jan 2024 | $186.4M | $0 | $186.4M | 2 | 0 |
| Feb 2023 | $166.7M | $0 | $166.7M | 2 | 0 |
| Jun 2022 | $174.7M | $0 | $174.7M | 2 | 0 |
| Mar 2022 | $174.7M | $0 | $174.7M | 2 | 0 |
| Oct 2021 | $143.4M | $0 | $143.4M | 2 | 0 |
| May 2021 | $143.4M | $0 | $143.4M | 2 | 0 |
| Jan 2021 | $143.4M | $0 | $143.4M | 2 | 0 |
| May 2020 | $140M | $0 | $140M | 2 | 0 |
| Mar 2020 | $140M | $0 | $140M | 2 | 0 |
| Jul 2019 | $110.8M | $0 | $110.8M | 2 | 0 |
| Jan 2019 | $110.8M | $0 | $110.8M | 2 | 0 |
| Jan 2019 | $123.8M | $0 | $123.8M | 2 | 57 |
| Jan 2019 | $123.8M | $0 | $123.8M | 2 | 57 |
| Jan 2019 | $123.8M | $0 | $123.8M | 2 | 57 |
| Aug 2018 | $123.8M | $0 | $123.8M | 2 | 57 |
| Feb 2018 | $123.8M | $0 | $123.8M | 2 | 57 |
| Jan 2018 | $123.8M | $0 | $123.8M | 2 | 57 |
| May 2017 | $100.8M | $0 | $100.8M | 2 | 26 |
| Feb 2017 | $100.8M | $0 | $100.8M | 2 | 26 |
| Jan 2016 | $85M | $0 | $85M | 2 | 26 |
| Sep 2015 | $83M | $0 | $83M | 2 | 26 |
| Feb 2015 | $83M | $0 | $83M | 2 | 26 |
| Oct 2014 | $80M | $0 | $80M | 2 | 26 |
| Jun 2014 | $80M | $0 | $80M | 2 | 26 |
| May 2014 | $80M | $0 | $80M | 2 | 26 |
| Apr 2014 | $80M | $0 | $80M | 2 | 26 |
| Mar 2014 | $80M | $0 | $80M | 2 | 26 |
| May 2013 | $62M | $0 | $62M | 2 | 26 |
| Mar 2013 | $62M | $0 | $62M | 2 | 26 |
| Dec 2012 | $56M | $0 | $56M | 1 | 0 |
| Mar 2012 | $56M | $0 | $56M | 1 | 0 |
DateJan 2025
Total AUM$208.2M
Discretionary$0
Non-Disc.$208.2M
Employees2
Clients0
DateJan 2024
Total AUM$186.4M
Discretionary$0
Non-Disc.$186.4M
Employees2
Clients0
DateFeb 2023
Total AUM$166.7M
Discretionary$0
Non-Disc.$166.7M
Employees2
Clients0
DateJun 2022
Total AUM$174.7M
Discretionary$0
Non-Disc.$174.7M
Employees2
Clients0
DateMar 2022
Total AUM$174.7M
Discretionary$0
Non-Disc.$174.7M
Employees2
Clients0
DateOct 2021
Total AUM$143.4M
Discretionary$0
Non-Disc.$143.4M
Employees2
Clients0
DateMay 2021
Total AUM$143.4M
Discretionary$0
Non-Disc.$143.4M
Employees2
Clients0
DateJan 2021
Total AUM$143.4M
Discretionary$0
Non-Disc.$143.4M
Employees2
Clients0
DateMay 2020
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees2
Clients0
DateMar 2020
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees2
Clients0
DateJul 2019
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees2
Clients0
DateJan 2019
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees2
Clients0
DateJan 2019
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateJan 2019
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateJan 2019
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateAug 2018
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateFeb 2018
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateJan 2018
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees2
Clients57
DateMay 2017
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees2
Clients26
DateFeb 2017
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees2
Clients26
DateJan 2016
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees2
Clients26
DateSep 2015
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees2
Clients26
DateFeb 2015
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees2
Clients26
DateOct 2014
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees2
Clients26
DateJun 2014
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees2
Clients26
DateMay 2014
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees2
Clients26
DateApr 2014
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees2
Clients26
DateMar 2014
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees2
Clients26
DateMay 2013
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees2
Clients26
DateMar 2013
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees2
Clients26
DateDec 2012
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees1
Clients0
DateMar 2012
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees1
Clients0