David Adamse
Advisor at Wellsage Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wellsage Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Northville, MI 48167
Credentials
Series 63, Series 65
Industry experience
6 years
David Adamse is a financial advisor at Wellsage Wealth Management LLC in Northville, MI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase & Co and Harman International. He is president of Wellsage Advisors LLC, a business advisory and consulting firm, and previously established MindMint Media LLC to create financial literacy materials, though that venture is currently dormant. Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, family offices, and small businesses. The firm emphasizes cost-efficient, long-term portfolio construction using low-cost ETFs and tailored allocations, complemented by a financial education program including seminars and workshops.
Based on Wellsage Wealth Management LLC
Based on Wellsage Wealth Management LLC
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Financial Planning Services: $300/hour standard rate, discounted to $150/hour for AUM clients after 5 free hours per year; Financial Education Services: $300/hour, discounted to $150/hour for AUM clients; billed in 15-minute increments
Account minimum: $750,000 (typical minimum for portfolio management services; exceptions may be made at discretion) Minimum fee: $4,000 minimum annual fee applicable to all accounts Fee-only: Fee-only advisory; no commissions, no 12b-1 fees, no product sales commissions
302 W. Main Street
Northville, MI 48167
Michigan
MindMint Media
2025 - Present (1 year)
Wellsage Wealth Management LLC
2025 - Present (1 year)
Wellsage Advisors LLC
2025 - Present (1 year)
Harman International
2016 - 2025 (9 years)
JP MORGAN Chase & Co
2012 - 2016 (4 years)
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