Adam Mccord Sommers
Investment adviser representative at Wealthcare Advisory Partners LLC
24 yearsExperience
3 statesRegistered in
$8.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Wealthcare Advisory Partners, LLCDec 2022 to now
- Skyline Bel Air Estates Home Owners AssociationJan 2020 to now
- Sasom Holdings LLCJan 2018 to now
- Sommers Financial ManagementJun 2002 to now
- Ayntegrity LLCJan 2019 to Mar 2022
- The Naked Alpha FundSep 2018 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (AZ, OR, TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2969821
- Firm CRD
- 171976