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ADAMS WEALTH ADVISORS

LOGAN, UT · CRD 286087 · IAPD ↗ · (435)752-1702

$565.8MRegulatory AUM
11Advisory reps
18Employees
0Clients
251-500Planning clients
12Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — ADAMS WEALTH ADVISORS shrank from 16 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — ADAMS WEALTH ADVISORS notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ADAMS WEALTH ADVISORS crossed $500M in regulatory AUM ($443.8M -> $603.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.