Mac Adams Wealth Advisors, LLC
Mac Adams Wealth Advisors, LLC (CRD# 148409) is a financial advisory firm headquartered in Dallas, TX. They manage $30,882,664 in 124 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mac Adams Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts124ACCOUNTS
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Average Account Value$249,054
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Mac Adams Wealth Advisors, LLC
1
Jane Macadams (CRD# 4528726) is an Investment Advisor Representative working at Mac Adams Wealth Advisors, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
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