# ADEPTIO WEALTH MANAGEMENT LTD (13288802)

> ADEPTIO WEALTH MANAGEMENT LTD is an active private limited company (company number 13288802) incorporated on 24 March 2021, registered in Birkenhead. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 March 2025, showing net assets of £276k and cash of £42k, with 1 employee on average. Net assets rose 25% on the prior period (£221k).

- Status: Active
- Incorporated: 2021-03-24
- Registered office: Birkenhead, CH41 5EU
- SIC 66290: Other activities auxiliary to insurance and pension funding
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-04-07
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £276k | £42k | £5,689 | — | — | — | 1 |
| 2024-03-31 | £221k | £1,577 | £4,893 | — | — | — | 1 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £276,445 at 31 March 2025
- Net assets up 10% or more on the prior period: +25.1% vs prior period
- Incorporated five or more years ago: Incorporated 24 March 2021

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Niall Magennis — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2021-03-24

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/13288802
HTML: https://firmoscan.com/company/13288802-adeptio-wealth-management-ltd
