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ADAMS WEALTH ADVISORS
ADAMS WEALTH MANAGEMENT LLC
CRD 286087 · SEC 801-110862
701 S MAIN, SUITE #400, LOGAN, UT, 84321, United States
Phone
(435)752-1702
Fax
(435)214-4461
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$565.8M
Discretionary AUM
$565.8M
Team
18 total employees; 11 advisory reps; 565770135 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 557 | $140.5M |
| High net worth individuals | 134 | $344.6M |
| Pooled investment vehicles | 6 | $74.1M |
| Pension/profit sharing plans | 1 | $172K |
| Charitable organizations | 2 | $1.8M |
| Corporations/business entities | 3 | $4.6M |
States served
AZ, CA, CO, ID, MT, OR, UT, TX, FL
All web addresses on file
- https://www.facebook.com/Adams-Wealth-Advisors-167140776750042/
- https://www.aimventura.com
- https://www.linkedin.com/company/adams-wealth-advisors/
- https://www.instagram.com/aimventuracapital/
- https://app.adamswealthadvisors.com/
- https://www.facebook.com/aimventuracapital
- https://twitter.com/AdamsAdvisors
- https://www.adamswealthadvisors.com
- https://www.linkedin.com/company/aimventuracapital/about/
- https://twitter.com/aim_ventura
Official SEC filing: View on IAPD