This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$768MItem 5.F on the latest filing (2026-08-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$768M

Private client RAUM

$760MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

13

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2,166

Individual clients

655

High net worth clients

540

SEC number

801-99353

CRD

175085

Filings on the tape

28

First filed

May 27, 2015

Latest filed

Aug 16, 2026

Organised

Limited Liability Company, MO

• Occurred

  Mar 23, 2022
  Regulatory AUM changed

  Adk Wealth Advisory Group reported RAUM $559.8M, up 29% from $433.1M (2022-03-21 to 2022-03-23)

  Form ADVobserved 4 days ago
  $127M
• Occurred

  May 27, 2015
  First Form ADV filing

  Adk Wealth Advisory Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d7f9e0f-c314-d2fb-4a95-22704aed3cbd

First observed

May 27, 2015

Last observed

Aug 16, 2026 34 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.