Adenry Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Columbia MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)