Mac Adams Wealth Advisors, LLC

Overview

Mac Adams Wealth Advisors, LLC is an independent, Texas-registered advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning and discretionary and non-discretionary portfolio management across smaller private client relationships and business/institutional accounts. Mac Adams also operates as an insurance broker, which complements its advisory work, particularly where annuity solutions are appropriate. The firm charges clients on a percentage-of-assets basis and can bill for advice on an hourly basis. It does not position itself as a direct capital allocator and does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices