ADAMS WEALTH ADVISORS

RIASEC RegisteredEst. 2017

Total AUM

$566M

Discretionary

$566M

100% of AUM

Avg account

$226K

Accounts

2,506

Employees

Advisory reps

Firm details

Headquarters: LOGAN, Utah
CRD number: 286087
Registered since: July 24, 2017
Website: adamswealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI60.9%
Individuals24.84%
Pooled Investment Vehicles13.09%
Corporations / Businesses0.82%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Adams Wealth Advisors is an independent registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides fee-based portfolio management and financial planning, and its service mix extends to pooled investment vehicle management and educational seminars. Filings indicate the firm also operates in roles beyond a traditional RIA—acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as an insurance broker. The adviser uses a variety of fee arrangements, including percentage-of-AUM, fixed fees, performance-based fees and commissions. Adams Wealth Advisors does not describe itself as an active ESG investor. The firm has been registered since 2017 and, per its filings, is not registered as a multi-state adviser.