Adventedge Financial, LLC

Overview

Adventedge Financial, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm’s advisory slate centers on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its stated fee options include a percentage-of-AUM arrangement alongside hourly and fixed-fee engagements, indicating flexibility to serve both ongoing wealth-management clients and project-based planning engagements. Investment activity is concentrated in equity markets. Filings show a clear preference for exchange-traded equities as the primary vehicle for implementing client portfolios. Adventedge Financial does not identify itself as an active ESG investor, and it does not position as a multi-state or pension consultant adviser. The firm is owner-operated and presents as a boutique practice that delivers hands-on service to a very small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices