Adams Wealth Advisors
Adams Wealth Advisors is an SEC-registered mass-market adviser in Logan, UT with $565.8M assets under management (AUM, regulatory AUM), -20% over one year. See who owns Adams Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286087, SEC 801-110862, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $565.8M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Location
- Logan, UT
- Employees
- 18
- Clients
- 703
- CRD
- 286087
- Ownership
- DANCE, TANNER, TESSMER; Nielson, Dylan, Jonathan; MURPHY, PATRICK, CORMAC; PMLL, LLC; ADAMS, S, CRAIG
How much AUM does Adams Wealth Advisors have?
Adams Wealth Advisors reported $565.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Adams Wealth Advisors?
Disclosed owners and executives of Adams Wealth Advisors include DANCE, TANNER, TESSMER, Nielson, Dylan, Jonathan, MURPHY, PATRICK, CORMAC, PMLL, LLC, ADAMS, S, CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.