von Adelung Wealth Management

Von Adelung Wealth Management is a state-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals (including high net worth clients), pension and profit-sharing plans, and corporate clients. As of 12/31/2025 the firm reported approximately $85.96 million in assets under management and serves roughly 296 clients through a two-advisor team.

The firm develops individualized investment policies through in-depth client interviews and combines fundamental, technical, cyclical, and qualitative analysis with asset-allocation decisions, mutual fund/ETF selection and both long- and short-term trading strategies to implement portfolios. Accounts are typically custodied at Schwab Institutional and the brochure discloses the firm receives research, technology and other support from custodians and broker-dealers that assist its investment process.

A principal of the firm is separately licensed as a registered representative of a broker-dealer and as an insurance agent, and the firm discloses that insurance products and brokerage services may be offered outside advisory engagements, with the potential for commissions and related conflicts of interest; the firm also reports transition assistance from LPL (a $17,184 forgivable promissory note and a 0.25% net-new-assets bonus). The brochure additionally discloses a recent Massachusetts regulatory enforcement action—consent to a cease-and-desist order, supervisory review and a $10,000 administrative fine related to unregistered advisory activity involving 10 Massachusetts clients—which prospective clients should consider alongside the firm’s conflict and custody disclosures.