$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Optima ridge
- Established Date
- 03-08-2017
- Office Locations
- 1
Office Locations
14 Betmarlea RD Norwalk CT
About Adriatic Wealth Management LLC
Adriatic Wealth Management LLC is an SEC-registered RIA serving retail investors with investment management and planning support across investing, retirement, estate planning, and wealth preservation. The firm emphasizes education and research resources and builds portfolios primarily using ETFs. Trading, clearing, reporting, and custody are provided through Interactive Brokers.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$65.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Legacy oak Quantum Momentum Unison matrix
Client Personas
Zenith
Custodian
Ridge legacy Meridian Focus foundation Value Quantum Pathway vital Summit Ridge oak Glacier North Timber catalyst
Fund Managers
Unison ridge
Investment Themes
Summit legacy Prime timber Catalyst Ember
Investment Vehicles
Meridian value Harbor
Platform
Summit
Services
Fusion element Prime fusion Quantum summit Harbor Momentum meridian Radial insight Summit Wave Horizon horizon
Technology
Quantum
Owner & Executives
MERGIM ELEZI
Chief Compliance Officer, Managing Member, Senior Investment Advisor
- CRD
- #1813934
- Ownership
- 75% or more
(312) 962-4382
prime.unison@pioneercapital.com
in linkedin.com/in/vertex-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,613,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,613,592 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,613,592
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,573,987,040 | 100.0% |
| Total | $6,573,987,040 | 100.0% |