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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2017
- Office Locations
- 2
Office Locations
About Adtigo Investment Advisors, LLC
ADTIGO Investment Advisors, LLC is a Morrisville, NC-based RIA serving retail clients. The firm emphasizes a reflective, learning-oriented partnership focused on long-term value. It provides portfolio construction and insurance/life insurance planning, using asset-allocation approaches that can incorporate ETFs, mutual funds and alternative exposures, including SRI. Custody support includes Altruist and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Adtigo Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN LOUIS WOJCIECHOWSKI
Chief Compliance Officer
- CRD
- #6369308
- Ownership
- 50% but less than 75%
Gregory T Taylor
Founder
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Adtigo Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.