RIA Intel›Advisers›Virginia›AD DEUM FUNDS, LLC

AD DEUM FUNDS, LLC

Advisory

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$62K

across 20 accounts

AUM per adviser

$622K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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-11.8% 1Y

KANTEN, DALE IVER

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HEALTH & WEALTH WORKS LLC

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