Mac Adams Wealth Advisors, LLC

Mac Adams Wealth Advisors, LLC (CRD# 148409) is a financial advisory firm headquartered in Dallas, TX. They manage $29,747,445 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $140,318
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mac Adams Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane Z. Macadams
CRD#: 4528726
12770 Coit Road, Suite 1226, Dallas, TX 75251
93
Wealthminder
score

Jane Macadams (CRD# 4528726) is an Investment Advisor Representative working at Mac Adams Wealth Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.