$15.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- NorthZenith oak +more
- Established Date
- 10-29-2019
- Office Locations
- 1
Office Locations
3000 Riverchase Galleria Suite 950 Hoover AL
About ADS Wealth Management LLC
ADS Wealth Management LLC is a Hoover, Alabama RIA providing financial and investment planning for individuals, professionals, and business owners, with a strong emphasis on retirement readiness. Portfolios are primarily implemented with ETFs alongside cash and mutual funds, and the firm reports Altruist as its custodian—useful for managers evaluating model/ETF distribution fit.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$229.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Ember Pioneer Quantum pioneer Insight timber
Client Personas
Focus Meridian
Custodian
Timber radial Zenith vector Prime Wave
Investment Themes
Summit unison Optima frontier Ridge Legacy Delta
Investment Vehicles
Eagle North
Services
Atlas Fusion Horizon Signal North crest Bridge oak Zenith ridge North ridge Fusion Peak
Technology
Capital timber Quantum Value fusion
Owner & Executives
ANTONIO DEWAYNE SANKEY
Chief Compliance Officer, Managing Member
- CRD
- #4344968
- Ownership
- 75% or more
(409) 292-6839
foundation.pathway@capitalcapital.com
in linkedin.com/in/delta-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,400,000 | -- |
| Total | $15,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,400,000
Equity - Exchange:
40.7% Cash:
20.7% Public Funds:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,494,787,494 | 40.7% |
| Cash | $1,777,447,202 | 20.7% |
| Public Funds | $3,314,466,763 | 38.6% |
| Total | $8,586,701,459 | 100.0% |