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ADAMS WEALTH ADVISORS
LOGAN, UT
(435)752-1702
SEC #801-110862Total AUM
$565.8M
Employees
18Clients
703Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 S MAIN
SUITE #400
LOGAN
UT 84321
United States
SUITE #400
LOGAN
UT 84321
United States
Operating Hours
9:00 A.M. - 4:30 P.M
Monday - Friday
Monday - Friday
Phone
(435)752-1702
Other Offices
1
Financials
Total AUM
$565.8M
Accounts
2,506Discretionary
$565.8M
Accounts
2,506Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
557AUM
$140.5M
HNW Individual Clients
134AUM
$344.6M
Pooled Vehicle Clients
6AUM
$74.1M
Pension/Profit Sharing Plan Clients
1AUM
$171.8K
Charitable Organization Clients
2AUM
$1.8M
Corporation or Business Clients
3AUM
$4.6M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDMTORTXUT
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.