Ades Wealth Management Inc.

Ades Wealth Management provides fee‑based, discretionary portfolio management services primarily to individuals and high‑net‑worth clients, typically documenting goals with an investment policy statement and performing periodic account reviews. The firm charges percentage‑of‑AUM advisory fees billed quarterly in arrears and does not sell annuities or insurance products.

Investment analysis combines fundamental, technical, cyclical methods and Modern Portfolio Theory, and strategies include long‑ and short‑term holdings, trading, and option writing (including covered, uncovered and spread positions); the adviser accepts discretionary authority to implement these strategies. The brochure discloses that the firm may use margin borrowing in managed accounts and bills fees on net asset value after any margin loan is deducted, and it states the attendant margin‑ and derivatives‑related risks.

Distinctively, the firm’s president also provides real‑estate consulting (about 15% of his time) and may recommend real estate investments for which he receives commissions or fees, a disclosed conflict that the firm says it seeks to mitigate through fiduciary obligations and client choice. The combination of an adviser‑affiliated real‑estate business together with documented use of borrowing and derivatives in separately managed accounts is uncommon among peers, and the firm operates with a very small client base and AUM, which may influence its service model and level of personalization.