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Adam Michael Chudde

Investment Adviser Representative at Rightwealth Advisors, LLC

Cincinnati, OHCRD #5594055Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Michael Chudde is an investment adviser representative with Rightwealth Advisors, LLC in Cincinnati, OH, where they have been registered since 2019. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Invest Capital Partners and Wells Fargo Advisors Financial Network, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
10 states and territories

California, Colorado, Florida, Illinois, Michigan, New Hampshire, New York, North Carolina, Ohio, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/27/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 2/12/2009
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/8/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Purshe Kaplan Sterling InvestmentsCurrent
12/1/2022 – Cincinnati, OH
Rightwealth Advisors, LLCCurrent
5/3/2019 – Miamisburg, OH
Invest Capital Partners
4/12/2017 – 5/1/2019Springboro, OH
Wells Fargo Advisors Financial Network, LLC
3/8/2011 – 4/3/2017Miamisburg, OH
Wells Fargo Advisors, LLC
2/24/2009 – 3/4/2011Dayton, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors Financial Network LLC
    Mar 2011 – Mar 2017Dayton, OH
  2. Harbor Financial Services, LLC
    Mar 2017 – Mar 2018Dayton, OH
  3. Invest Capital Partners
    Apr 2017 – Apr 2019Springboro, OH
  4. Cantella & Co., Inc.
    Mar 2018 – Dec 2022Boston, MA
  5. Rightwealth Advisors, LLC
    May 2019 – no end date reportedMiamisburg, OH
  6. Purshe Kaplan Sterling Investments
    Dec 2022 – no end date reportedAlbany, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Rightwealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • Up to $499,9992.00%
  • $500,000 to $999,9991.50%
  • $1,000,000 to $9,999,9991.25%
  • $10,000,000 and above0.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Miamisburg, OH
SEC file number:
801-114853

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 18, 2026

View full firm profile

Other advisors at Rightwealth Advisors, LLC

2 other advisors in the directory

View Rightwealth Advisors, LLC firm profile

Similar advisors in Miamisburg, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Chudde has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Adam Michael Chudde (Purshe Kaplan Sterling Investments)