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ADK WEALTH ADVISORY GROUP

ST. LOUIS, MO · CRD 175085 · IAPD ↗ · (314) 878-1489

$768.5MRegulatory AUM
5Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — ADK WEALTH ADVISORY GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — ADK WEALTH ADVISORY GROUP notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — ADK WEALTH ADVISORY GROUP notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.