RIA Intel›Advisers›Alabama›ADS WEALTH MANAGEMENT LLC

ADS WEALTH MANAGEMENT LLC

Advisory

HOOVER, AL

Data as of Aug 24, 2026 · Source: SEC Form ADV

Average account
$275K
across 56 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$15M
Discretionary %
0%
Clients
55
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$0
Non-Discretionary AUM$15M
Discretionary %0%
Total Clients55
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, FL, GA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

DUBLIN WEALTH MANAGEMENT, INC.
$16M
+4.8% 1Y
GOGGANS GROUP INC
GADSDEN, AL
$16M
CANADA CAPITAL, LLC
BIRMINGHAM, AL
$14M
-51.7% 1Y
BWB ADVISORY GROUP, LLC
ENTERPRISE, AL
$14M
GRANT, JOHN SHELBURN
ELBERTA, AL
$17M
DREAMWORK, LLC
BIRMINGHAM, AL
$13M

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