RIA Intel›Advisers›New Jersey›ADES WEALTH MANAGEMENT INC.

ADES WEALTH MANAGEMENT INC.

Advisory

ALLENHURST, NJ

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$1M

across 8 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

5 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

ALPENGLOW ADVISORS LLC

$8M

MASTERS LEGACY PLANNING, INC.

LINWOOD, NJ

$8M

-73.6% 1Y

MEYEROWITZ, MARK

$8M

FINANCIAL FREEDOM MANAGEMENT LLC

$8M

QEX ASSET MANAGEMENT LLC

$9M

GRAND LIFE FINANCIAL LLC

SUMMIT, NJ

$9M

Get the full picture on ADES WEALTH MANAGEMENT INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADES WEALTH MANAGEMENT INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans