Adk Wealth Advisory Group

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

12935 N 40 Dr Ste 101, St. Louis, Missou...

Phone Number

(314) 878-1734

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Adk Wealth Advisory Group

ADK Wealth Advisory Group is a financial firm dedicated to providing personalized wealth management, retirement planning, tax planning, estate planning, and protection planning services. They focus on understanding clients' unique situations and goals, offering tailored investment strategies and comprehensive financial education. The firm aims to build trust through personal relationships, ensuring clients receive compatible advice from all their financial advisors. Their target clients include individuals and families seeking guidance in navigating complex financial decisions and planning for major life events.Explore more
Adk Wealth Advisory Group's Social MediaPopular SearchesADK Wealth Advisory GroupAdk IncWealth Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

Adk Wealth Advisory Group Org Chart

PhoneEmail
Daniel Davis, Co-Founder & President at Adk Wealth Advisory Group
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Co-Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Adk Wealth Advisory Group

<$5M
11-50
Private
<$5M
1998
Daniel Davis, Co-Founder & President at Adk Wealth Advisory Group
Daniel DavisCo-Founder & President
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Adk Wealth Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Adk Wealth Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Adk Wealth Advisory Group.

Adk Wealth Advisory Group financials insights

Gather financial insights about Adk Wealth Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2025

Debt

$400K

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Adk Wealth Advisory Group Tech Stack

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Frequently Asked Questions Regarding Adk Wealth Advisory Group

What is Adk Wealth Advisory Group's official website?
Adk Wealth Advisory Group's official website is www.discoverindependence.com
What is Adk Wealth Advisory Group's Revenue?
Adk Wealth Advisory Group's revenue is <$5 Million
What is Adk Wealth Advisory Group's SIC code?
Adk Wealth Advisory Group's SIC: 62,628
What is Adk Wealth Advisory Group's NAICS code?
Adk Wealth Advisory Group's NAICS: 52,523
How many employees does Adk Wealth Advisory Group have?
Adk Wealth Advisory Group has 11-50 employees
What industry does Adk Wealth Advisory Group belong to?
Adk Wealth Advisory Group is in the industry of: Finance, Securities Trading
What is Adk Wealth Advisory Group competition?
Adk Wealth Advisory Group top competitors include: Copper Canyon Wealth Management, The Holland Group, Focus Financial Network, Bayntree Wealth Advisors
What technology does Adk Wealth Advisory Group use?
Some of the popular technologies that Adk Wealth Advisory Group uses are: Squarespace Online Stores, YouTube, Google Tag Manager, GoDaddy DNS
How do I contact Adk Wealth Advisory Group?
Adk Wealth Advisory Group contact info: Phone number: (314) 878-1734 Website: www.discoverindependence.com
What does Adk Wealth Advisory Group do?

ADK Wealth Advisory Group is a financial firm dedicated to providing personalized wealth management, retirement planning, tax planning, estate planning, and protection planning services. They focus on understanding clients' unique situations and goals, offering tailored investment strategies and comprehensive financial education. The firm aims to b... uild trust through personal relationships, ensuring clients receive compatible advice from all their financial advisors. Their target clients include individuals and families seeking guidance in navigating complex financial decisions and planning for major life events.Read More

What are Adk Wealth Advisory Group social media links?
Adk Wealth Advisory Group Linkedin page Adk Wealth Advisory Group Facebook page
Is Adk Wealth Advisory Group a public company?
Adk Wealth Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Adk Wealth Advisory Group

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