# Ades Wealth Management Inc.

> Ades Wealth Management Inc. is a state-registered investment advisory firm in Allenhurst, NJ, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 284950
- Filed as: ADES WEALTH MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Allenhurst, NJ
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284950
- AdvisorCensus page: https://advisorcensus.com/firm/ades-wealth-management-inc-allenhurst-nj-284950

## Quick answers

**How is Ades Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ades Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Ades Wealth Management Inc. located?**
Ades Wealth Management Inc.'s principal office is in Allenhurst, NJ, according to its Form ADV.

**Is Ades Wealth Management Inc. registered with the SEC or a state?**
Ades Wealth Management Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 284950.

**How much does Ades Wealth Management Inc. manage?**
Ades Wealth Management Inc. reports $8,291,773 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Ades Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Ades Wealth Management Inc. 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/284950

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,291,773
- Discretionary: $8,291,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $8,291,773 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ades Wealth Management Inc. (CRD 284950): Form ADV filing data as of October 2026.