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 a limited liability company and registered with the SEC since 2017. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, managing separate accounts and pooled vehicles. Its advisory services include financial planning, portfolio management for individuals, small businesses, institutions and pooled investment vehicles, plus educational seminars and workshops. The firm also operates in capacities tied to futures/commodities trading as a CPO/CTA and functions as an insurance broker. Adams Wealth Advisors uses multiple fee arrangements — percentage of AUM, fixed fees, commission-based work and performance fees — reflecting a mix of traditional advisory mandates and more bespoke or incentive-aligned structures. The firm does not identify as an active ESG investor and is not a multi-state adviser according to the snapshot.