MAC ADAMS WEALTH ADVISORS, LLC
CRD 148409 · SEC 801-69721
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$45.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $18.0M |
| High net worth individuals | 20 | $27.1M |
| Pension/profit sharing plans | 4 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD