Adriatic Wealth Management LLC

Overview

Adriatic Wealth Management LLC is a small, owner-operated advisory firm that focuses on fee-based portfolio management for individual and family clients, with services extended to small businesses through pension consulting. The firm favors an equity-first allocation, managing separately managed account (SMA) equity exposure rather than running large multi-asset mandates. Investment activity centers on exchange-traded equities held through brokerage custody, supplemented by mutual funds where appropriate. Adriatic is not positioned as an ESG investor and operates as a single-state adviser. Given the firm’s size and custodial choice, its investment approach appears execution- and cost-conscious: using liquid, exchange-traded instruments to implement equity exposures and relying on externally offered private placements selectively to add non-public returns or diversification where suitable.

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Public Holdings

Investments & Alternatives

Location & Offices