Adk Wealthcare Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,718,000
Total clients
20
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$1,435,900
About
ADK Wealthcare Partners serves individual and high‑net‑worth households and manages roughly $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning (fixed‑fee and hourly engagements), and ad hoc consulting to both households and small businesses, and documents client objectives with an Investment Policy Statement and a lifestyle questionnaire.
The firm’s investment process blends fundamental, quantitative, and modern‑portfolio theory analysis to construct tailored allocations and model portfolios, with ongoing monitoring and annual reviews. It typically operates with discretionary trading authority and employs long‑term investing alongside options strategies (including covered calls, purchased puts, and spreading/uncovered option techniques) in addition to mutual funds, ETFs, fixed income, REITs and other securities.
What is noteworthy about the firm is that it requires clients to use a specific custodian (Charles Schwab Advisor Services) and discloses that advisory personnel are licensed insurance agents who may receive commissions for insurance sales, a potential conflict of interest the firm documents in client files. The practice also provides business consulting to non‑investment clients and uses options strategies and soft‑dollar research arrangements that are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Fee options
Fixed fees between $1,000 and $10,000 for financial planning services.
$0 - $100,000: 1.50% $100,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $30,000,000: 0.65% $30,000,000+: 0.55%
$100 to $160 per hour for consulting and financial planning services.
Account minimum: $5,000 (may be waived at discretion)
Main office location
Adk Wealthcare Partners
Alhambra IL, United States
Number of offices
1
Most active in
Adk Wealthcare Partners has reported serving >5 clients in these states in the last 12 months.
Colorado · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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