Paula Oliveras
ADC Wealth Management · Massapequa, New York
Paula Oliveras 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.
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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 6093745 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.adcwealth.com |
| Profile |
How Paula's firm compares
- ADC Wealth Management's average account is about $920,000, from its Form ADV (assets managed divided by 224 accounts).
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Questions about Paula
Is Paula Oliveras a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula 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 Paula charge for financial advice?
Paula's firm, ADC Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paula Oliveras based?
Paula Oliveras is based in Massapequa, New York.
Is Paula Oliveras registered with the SEC?
Yes. Paula Oliveras is registered as an investment adviser representative in NY (CRD 6093745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ADC Wealth Management manage?
ADC Wealth Management reports $206.1M across 224 accounts in assets under management.
How do I contact Paula Oliveras?
Through Paula'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.
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