{
  "crd_number": 286087,
  "slug": "adams-wealth-advisors-logan-ut-286087",
  "primary_business_name": "ADAMS WEALTH ADVISORS",
  "legal_name": "ADAMS WEALTH MANAGEMENT LLC",
  "dbas": [
    "ADAMS WEALTH ADVISORS"
  ],
  "city": "Logan",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "30860",
  "metro": {
    "cbsa_code": "30860",
    "common_name": "Logan",
    "msa_name": "Logan, UT-ID",
    "path": "/advisors/ut/logan"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-24",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 565770135.0,
  "raum_discretionary": 565770135.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1781759.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 140546358.0,
      "count": 557
    },
    "pension_profit_sharing": {
      "raum": 171835.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 344564956.0,
      "count": 134
    },
    "pooled_investment_vehicles": {
      "raum": 74058829.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 4646398.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "MT",
    "OR",
    "TX",
    "UT"
  ],
  "websites": [
    "https://adamswealthadvisors.com",
    "https://aimventura.com",
    "https://app.adamswealthadvisors.com",
    "https://facebook.com/Adams-Wealth-Advisors-167140776750042",
    "https://facebook.com/aimventuracapital",
    "https://instagram.com/aimventuracapital",
    "https://linkedin.com/company/adams-wealth-advisors",
    "https://linkedin.com/company/aimventuracapital/about",
    "https://twitter.com/AdamsAdvisors",
    "https://twitter.com/aim_ventura"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286087",
  "city_as_filed": "LOGAN",
  "url": "https://advisorcensus.com/firm/adams-wealth-advisors-logan-ut-286087",
  "display_name": "Adams Wealth Advisors",
  "summary": "Adams Wealth Advisors is an SEC-registered investment advisory firm in Logan, UT, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. Adams Wealth Advisors (CRD 286087): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Adams Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Adams Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees."
    },
    {
      "q": "Where is Adams Wealth Advisors located?",
      "a": "Adams Wealth Advisors' principal office is in Logan, UT, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Adams Wealth Advisors registered with the SEC or a state?",
      "a": "Adams Wealth Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286087."
    },
    {
      "q": "How much does Adams Wealth Advisors manage?",
      "a": "Adams Wealth Advisors reports $565,770,135 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Adams Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Adams Wealth Advisors: Regulatory assets under management: $322,045,162 in the October 2021 data and $565,770,135 in the October 2026 data, up 76%. Total employees: 18 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Adams Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (557); high net worth individuals (134); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does Adams Wealth Advisors use?",
      "a": "Adams Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Adams Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286087"
    },
    {
      "q": "What changed in Adams Wealth Advisors' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 16 to 11. Regulatory assets under management went from $709,063,569 to $565,770,135 (-20%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 322045162.0,
      "total_employees": 18,
      "filing_date": "2021-06-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 473261221.0,
      "total_employees": 20,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 443771302.0,
      "total_employees": 24,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 603489061.0,
      "total_employees": 25,
      "filing_date": "2024-06-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 709063569.0,
      "total_employees": 26,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 565770135.0,
      "total_employees": 18,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 11.",
        "Regulatory assets under management went from $709,063,569 to $565,770,135 (-20%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/adams-wealth-advisors-logan-ut-286087.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 557,
      "fewer_than_5": false,
      "raum": 140546358.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 134,
      "fewer_than_5": false,
      "raum": 344564956.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 74058829.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 171835.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1781759.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4646398.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286087",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}