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Building 2MAC ADAMS WEALTH ADVISORS, LLC

Map pinDALLAS, TX
Phone214-273-3630
NotebookSEC #801-69721
Total AUM
$35.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12770 COIT ROAD
SUITE 1226
DALLAS
TX 75251
United States
Operating Hours
8 AM TO 5 PM M-F
Monday - Friday
Phone
214-273-3630

ReceiptFinancials

Total AUM
$35.1M
Accounts
315
Discretionary
$29.1M
Accounts
248
Non-Discretionary
$6M
Accounts
67

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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