# Adair Wealth Management

Adair Wealth Management is a Bank / Wealth / Trust based in Visalia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Visalia, United States
- **Region:** North America
- **Address:** Visalia, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** adairwealth.com
- **LinkedIn:** https://www.linkedin.com/company/wendy-adair-britton-a50717229

## Regulatory record

- **CRD number:** 285147
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285147

## About

Adair Wealth Management was established in 2016 as a US-registered investment advisor. The firm supplies advisory services, financial planning, portfolio management, and retirement planning to individuals and organizations. The firm executes through direct advisory relationships. No specific asset-class allocations, named holdings, co-investors, or geographic deployment beyond its headquarters have been disclosed. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm follows a conventional RIA structure with no identified hybrid vehicles, club memberships, or succession details in public sources.

## Questions

### Who runs investment decisions at Adair Wealth Management?

No named principals or CIO have been disclosed in available records.

### Does Adair Wealth Management participate in fund commitments or only direct deals?

The firm provides advisory services; no fund commitments or direct deal activity has been disclosed.

### What investment stages does Adair Wealth Management typically target?

No stage preferences have been disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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