# Douglas Castro

> Douglas Castro is a fee-only financial advisor at ADC Wealth Management in Massapequa, New York. ADC Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/douglas-castro/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** ADC Wealth Management
- **Based in:** Massapequa, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $206.1M across 224 accounts
- **CRD:** 2263200 (https://adviserinfo.sec.gov/individual/summary/2263200)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1992), Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.adcwealth.com

## Frequently asked questions

### Is Douglas Castro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and ADC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Douglas charge for financial advice?

Douglas's firm, ADC Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Douglas Castro based?

Douglas Castro is based in Massapequa, New York.

### Is Douglas Castro registered with the SEC?

Yes. Douglas Castro is registered as an investment adviser representative in NY (CRD 2263200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does ADC Wealth Management manage?

ADC Wealth Management reports $206.1M across 224 accounts in assets under management.

### How do I contact Douglas Castro?

Through Douglas's website, www.adcwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2263200): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.