RIA Intel›Advisers›California›BILECKYJ, ADAM PETER

BILECKYJ, ADAM PETER

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#5,038
of 5,480 advisers by AUM
Average account
$57K
across 60 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$3M
Discretionary %
0%
Clients
19
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$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

LEHRER MANAGEMENT CO INC
NEWPORT BEACH, CA
$3M
-97.9% 1Y
KIN STEWARDS LLC
$3M
ADUNA CAPITAL LLC
NORWALK, CA
$3M
SANTA CRUZ WEALTH MANAGEMENT INC.
WESTLAKE VILLAGE, CA
$3M
MESCHURES CAMPEAS THOMPSON SNYDER POCRAS & LEVIN LLP
BEVERLY HILLS, CA
$3M
-98.4% 1Y
YAGER ROBERT ALAN
SAN JOSE, CA
$4M
-97.3% 1Y

Get the full picture on BILECKYJ, ADAM PETER

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

Create a free account →See plans