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ADAMS WEALTH ADVISORS
Legal name: ADAMS WEALTH MANAGEMENT LLC
CRD 286087File 801-110862
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$565.8M
Above cohort median (national)
Discretionary AUM
$565.8M
Clients
703
2,506 accounts
Employees
18
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 24, 2017
- Principal office
- 701 S MAIN, SUITE #400, LOGAN, UT, 84321
- Phone
- (435)752-1702
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $565.8M
- Discretionary AUM
- $565.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,506
- Non-discretionary accounts
- 0
- Total accounts
- 2,506
- AUM per client
- $805K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.6M |
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 134 | $344.6M |
| Pooled investment vehicles | 6 | $74.1M |
| Pension and profit sharing plans | Fewer than 5 | $172K |
| Individuals (other than high net worth individuals) | 557 | $140.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| May 1, 2026 | Employees | 26 | 18 | decreased by8 |
| May 1, 2026 | Custody | Yes | No | |
| May 1, 2026 | Clients | 717 | 703 | decreased by14 |
| May 1, 2026 | AUM | $709,063,569 | $565,770,135 | decreased by$143,293,434 |
| May 1, 2026 | Accounts | 717 | 2,506 | increased by1,789 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 26 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 606 | 717 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $473,261,221 | $709,063,569 | increased by$235,802,348 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,456 | 717 | decreased by739 |
| Apr 1, 2022 | Employees | 18 | 20 | increased by2 |
| Apr 1, 2022 | Clients | 502 | 606 | increased by104 |
| Apr 1, 2022 | AUM | $322,045,162 | $473,261,221 | increased by$151,216,059 |
| Apr 1, 2022 | Accounts | 1,244 | 1,456 | increased by212 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADAMS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADAMS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.