ADAMS WEALTH ADVISORS

701 S Main
Suite #400
Logan, Utah 84321
Tel: (435)752-1702

About ADAMS WEALTH ADVISORS

ADAMS WEALTH ADVISORS, formally registered with the SEC as ADAMS WEALTH ADVISORS. The firm was established in 07/24/2017. They have over 2 offices throughout the country.

ADAMS WEALTH ADVISORS is a Logan, Utah based Financial Planning firm with nearly $603,489,061 assets under management, offering retirement planning & investment advisory services to 1707 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286087
SEC#	801-110862
Assets Managed by Firm	$603,489,061
No. of Clients	1707
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1707	$603,489,061
Individuals (other than high net worth individuals)	492	$117,542,829
High net worth individuals	149	$276,191,252
Pension and profit sharing plans	21	$42,269,843
Charitable organizations	4	$4,866,622
Other investment advisers	1	$2,887,257
Corporations or other businesses	11	$37,190,350

More Retirement Planning firms in Logan, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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