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).

By the Numbers
  • Total Assets Under Management
    444
    MILLION
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $260,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, ID, MT, OR, TX, UT

Financial Advisors at Adams Wealth Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Steven C. Adams
CRD#: 2627265
701 S Main, Suite #400, Logan, UT 84321

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.

2
Riley S. Crosbie
CRD#: 6538869
701 S Main, Suite #400, Logan, UT 84321

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.

3
Brendan M. Dennis
CRD#: 6222625
701 S Main, Suite #400, Logan, UT 84321

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.

4
Mitchell R. Moncur
CRD#: 6540047
701 S Main, Suite #400, Logan, UT 84321

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.

5
Patrick C. Murphy
CRD#: 5504210
701 S Main, Suite #400, Logan, UT 84321

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.

6
Douglas B. Peterson
CRD#: 6530643
701 S Main, Suite #400, Logan, UT 84321

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.

7
Jace D. Cox
CRD#: 7326276
701 S Main, Suite #400, Logan, UT 84321

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.

8
Mitchell J. Greene
CRD#: 7599757
701 S Main, Suite #400, Logan, UT 84321

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.

9
Andrew K. John
CRD#: 5392936
701 S Main, Suite #400, Logan, UT 84321

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.

10
Russell C. Madsen
CRD#: 6403921
701 S Main, Suite #400, Logan, UT 84321

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.

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