ADAMS WEALTH ADVISORS (CRD# 286087) is an SEC-Registered Investment Advisor (RIA), headquartered in Logan, UT. The SEC approved the firm to operate as an RIA in Jul 2017. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $174.2 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 1% of RAUM.   Non-US investors represent 0% .  
ADAMS WEALTH ADVISORS also reported in Oct 2018:
  • 11 employees, with 8 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADAMS WEALTH ADVISORS has no disclosure events reported to the SEC at this time.

View ADAMS WEALTH ADVISORS's most recent Form ADV filing

ADAMS WEALTH ADVISORS has Notice Filings with the following State Securities Authorities: ID-Jan 2018, NE-Jan 2018, OR-Jan 2018, TX-Feb 2018, UT-Sep 2017 , WA-Aug 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.