Adams Wealth Advisors

RIASEC Registered

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. The firm is SEC-registered (registration year 2017) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus educational seminars. The firm also conducts certain broker and commodity pool/CTA activities and operates as a sponsor or managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees, commissions and performance-based fees. Adams Wealth Advisors does not identify as an active ESG investor.