A
CRD: 284950
Ades Wealth Management Inc.
Allenhurst, NJ, 07711
7325318019
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
321 Main Street Allenhurst NJ
About Ades Wealth Management Inc.
Ades Wealth Management Inc. is a Allenhurst-based RIA. The firm has been operating for 10 years. Managing $8.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Delta Value
Client Personas
Bridge
Investment Themes
Vector frontier Peak unison
Investment Vehicles
Delta
Services
Capital Zenith focus Harbor ember
Owner & Executives
A
Abraham M Ades
Chief Compliance Officer, President
- CRD
- #6728845
- Ownership
- 50% but less than 75%
(274) 563-5167
glacier.summit@optimacapital.com
in linkedin.com/in/oak-summit
E
Edmond Guindi
President, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
(781) 461-7067
atlas.peak@legacycapital.com
in linkedin.com/in/beacon-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,291,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,291,773 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,291,773
Equity - Exchange:
37.0% U.S. Government/Agency:
37.9% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,609,496,644 | 37.0% |
| U.S. Government/Agency | $1,648,646,562 | 37.9% |
| Cash | $1,091,847,724 | 25.1% |
| Total | $4,349,990,930 | 100.0% |