ADEPTIO WEALTH MANAGEMENT LTDActive

Company number 13288802Private limited companyIncorporated 2021

Key figures

£276,445+25.1%
Net assets 2024/25
+55.0%
Average annual growth 2021/22–2024/25
0100 k200 k300 k2021/222023/242024/25

Like most small UK companies, ADEPTIO WEALTH MANAGEMENT LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0250 k500 k750 k2021/222023/242024/25
Filed accounts2021/22–2024/25
2021/222023/242024/25
Cash at bank and in hand37,0941,57742,324
Total assets515,999590,669610,997
Total liabilities———
Net assets / total equity115,029221,037276,445
Average number of employees111

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Summary: ADEPTIO WEALTH MANAGEMENT LTD

Company

ADEPTIO WEALTH MANAGEMENT LTD is a private limited company registered with Companies House under company number 13288802. It was incorporated on 24 Mar 2021. Its status is active. The registered office is in Birkenhead (CH41). Its nature of business (SIC 2007) is other activities auxiliary to insurance and pension funding (66290).

Accounts

The latest accounts in the database are for 2024/25 (period ending 31 Mar 2025); the company files small company accounts (filleted). Net assets were £276,445, up 25.1% on the previous year. Cash at bank and in hand was £42,324. The company had an average of 1 employee. Figures are available for 3 financial years (2021/22–2024/25).

Control and charges

One person with significant control is registered.

Filing deadlines

The next accounts are due by 31 Dec 2026. The next confirmation statement is due by 2 Mar 2027.