Douglas Castro
ADC Wealth Management · Massapequa, New York
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.
Request an introduction to Douglas →
Facts
| Firm | ADC Wealth Management |
|---|---|
| Based in | Massapequa, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $206.1M across 224 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2263200 |
| Exams passed | Series 63 (1992) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.adcwealth.com |
How Douglas's firm compares
- ADC Wealth Management's average account is about $920,000, from its Form ADV (assets managed divided by 224 accounts).
Request an introduction to Douglas
Tell Douglas a little about what you're looking for. Douglas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Douglas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.