SEC-registered independent wealth management RIA
Addition Wealth
As of its Form ADV filed March 31, 2026, Addition Wealth, an SEC-registered independent wealth management RIA in New York, New York, reported no regulatory assets under management.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 318018
- SEC file number
- 801-125972
- Registered since
- August 4, 2022
- Latest Form ADV filing
- March 31, 2026
- Legal name
- ADDABLE MONEY LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $0
- Discretionary
- $0
- Non-discretionary
- $0
- Accounts
- 0 (0 discretionary)
- Clients
- 26,785, approximate as reported
- Employees
- 23
- Advisory staff
- 13 performing investment advisory functions
- Average account
- Not reported
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 247.9% (from 7,700)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In New York | Value |
|---|---|---|---|
| Independent RIAs with the most clients | #38 | #6 | 26,785 |
| Independent RIAs with the fastest client growth over one year | #8 | #4 | 247.9%from 7,700 |
| Independent RIAs with the most advisory staff | #786 | #55 | 13 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2022 | $0 |
| October 5, 2023 | $0 |
| October 1, 2024 | $0 |
| September 2, 2025 | $0 |
| October 2, 2026 | $0 |
Clients and services
Client mix
No client types reported.
How the firm is paid
- Fixed fees
Advisory services
- Financial planning
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 1500.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 1
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
0 of the firm's 1 IAR are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm reported that it is succeeding to the business of another registered investment adviser.
- Addition Wealth (CRD 318018, this firm's own CRD as reported)
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Turtle Wealth | Springwater | $0 |
| Aldebaran Capital | Brooklyn | $0 |
| Future Proof Consulting Group LLC | White Plains | $0 |
| Novera Wealth, Inc. | New York | $0 |
| Heirmont Wealth Management | Uniondale | $0 |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Addition Wealth on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.additionwealth.com
- Independent RIAs in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.