Adams Wealth Advisors
Adams Wealth Advisors (CRD# 286087) is a financial advisory firm headquartered in Logan, UT. They manage $443,771,302 in 1,702 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management444MILLION
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Total Number of Accounts1,702ACCOUNTS
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Average Account Value$260,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CO, ID, MT, OR, TX, UT
Steven Adams (CRD# 2627265) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 28 years of experience in the finance industry.
Riley Crosbie (CRD# 6538869) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 9 years of experience in the finance industry.
Brendan Dennis (CRD# 6222625) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 10 years of experience in the finance industry.
Mitchell Moncur (CRD# 6540047) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 8 years of experience in the finance industry.
Patrick Murphy (CRD# 5504210) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 15 years of experience in the finance industry.
Douglas Peterson (CRD# 6530643) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 8 years of experience in the finance industry.
Jace Cox (CRD# 7326276) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry.
Mitchell Greene (CRD# 7599757) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has 1 year of experience in the finance industry.
Andrew John (CRD# 5392936) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 16 years of experience in the finance industry.
Russell Madsen (CRD# 6403921) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 3 years of experience in the finance industry.