# Adair Wealth Management

> Adair Wealth Management is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 285147
- Filed as: ADAIR WEALTH MANAGEMENT
- Legal name: Adair Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285147
- AdvisorCensus page: https://advisorcensus.com/firm/adair-wealth-management-285147

## Quick answers

**How is Adair Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Adair Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Adair Wealth Management registered with the SEC or a state?**
Adair Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285147.

**How much does Adair Wealth Management manage?**
Adair Wealth Management reports $51,268,375 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**What types of clients does Adair Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (22).

**Does Adair Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285147

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $51,268,375
- Discretionary: $51,268,375
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $12,232,688 |
| High net worth individuals | 22 | $39,035,687 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adairwealth.com
- Facebook @AdairWealthManagementLLC
- LinkedIn @rick-philipovich-apma️-a0301a12
- LinkedIn @wendy-adair-britton-a50717229

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adair Wealth Management (CRD 285147): Form ADV filing data as of October 2026.