AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DA

David R. Adamse

WELLSAGE WEALTH MANAGEMENT LLC
NORTHVILLE, MI 48167
Some features on this profile are disabled
CRD#: 5831924
DA

Professional summary

David Ronald Adamse is a registered financial advisor currently at WELLSAGE WEALTH MANAGEMENT LLC located in Northville, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ronald Adamse's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 30, 2026 - Present

WELLSAGE WEALTH MANAGEMENT LLC

Office #1: 302 W. Main Street, Northville, MI 48167
RIA
CRD#: 339550
NORTHVILLE, MI
Past

August 23, 2012 - August 1, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 31, 2010 - July 31, 2012

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/30/2010
Investment Banking Registered Representative Examination

Current Firm

WW
WELLSAGE WEALTH MANAGEMENT LLC
WELLSAGE WEALTH | WELLSAGE WEALTH MANAGEMENT LLC | WELLSAGE WEALTH MANAGEMENT

CRD#: 339550 / SEC#:

Michigan
Registered Investment Advisory firm - (1/16/2026 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
302 W. Main Street, Northville, MI 48167
Mailing Address
Phone number
(248) 781-4996
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WELLSAGE WEALTH MANAGEMENT LLC

CRD#: 339550Northville, MI 48167

TRUST BUT VERIFY

Monitor David Adamse

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Jeffrey S. Perry
Jeffrey PerryAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
WEST BLOOMFIELD, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.