A
Adenry Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Adenry Wealth provides discretionary asset management, financial planning, and an online educational workshop to individuals, small businesses, trusts, estates, and high‑net‑worth clients. Services include ongoing portfolio management, written financial plans, and a structured workshop comprised of instructional videos, tools, and templates.
The firm describes an investment approach grounded in modern portfolio theory, building customized asset‑allocation strategies and using vehicles such as mutual funds and ETFs; it can act on a discretionary basis when clients grant trading authority. Account reviews are performed at least annually (with more frequent reviews as needed) and include rebalancing and attention to tax‑loss harvesting and other suitability considerations.
As an initial filing the firm reports no assets under management and stipulates use of a specific custodian (Altruist Financial LLC) for execution and custody, which is notable for a manager in this category. The brochure also discloses features that are less common among peers — the availability of hourly financial‑planning engagements alongside percentage‑of‑AUM management and a stand‑alone paid workshop — and indicates it does not participate in wrap programs or receive soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
Fee options
One-time $350 fee for Adenry Wealth Workshop
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $7,499,999: 0.50% $7,500,000+: Negotiable
$300 per hour for financial planning and consulting
Fee-only: Hourly fee of $300 per hour for financial planning and consulting, $300 upfront for financial plans plus balance upon completion, one-time $350 workshop fee
Main office location
Adenry Wealth LLC
Columbia MD, United States
Number of offices
1
Most active in
Adenry Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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:
-
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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