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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
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.