This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-11-2016
- Office Locations
- 1
Office Locations
About Adair Wealth Management
Adair Wealth Management is a Bellevue, WA RIA providing comprehensive financial planning and discretionary portfolio management for individuals and small businesses. The firm builds customizable “global dynamic” portfolios designed to navigate changing markets, using diversified allocations across funds/ETFs and fixed income as needed, with ongoing reviews and client education. Works with major custodians such as Schwab and Fidelity and runs on Tamarac.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WENDY ADAIR BRITTON
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4281519
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Richard Philipovich
Investment Advisor Representative
- CRD
- #7503034
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,268,375 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,268,375 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing