Adams Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Logan, UT. Its latest Form ADV filing, dated April 15, 2026, reports $566M in regulatory assets under management, 18 employees, 1 office, and 2,506 accounts.
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
557
2
HNWI
19.1%
134
3
Pooled Investment Vehicles
0.9%
6
4
Corporations
0.4%
3
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$566Mas of April 15, 2026
Discretionary100.0%
$566M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$566M
Total Accounts2,506
10Y AUM Change+$566M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee39:1
10Y Employee Change+13 (+260.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.