# Adams Wealth Advisors

> 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.

- CRD: 286087
- Filed as: ADAMS WEALTH ADVISORS
- Legal name: Adams Wealth Management LLC
- Also doing business as: ADAMS WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Logan, UT
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286087
- AdvisorCensus page: https://advisorcensus.com/firm/adams-wealth-advisors-logan-ut-286087

## Quick answers

**How is Adams Wealth Advisors compensated?**
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.

**Where is Adams Wealth Advisors located?**
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).

**Is Adams Wealth Advisors registered with the SEC or a state?**
Adams Wealth Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286087.

**How much does Adams Wealth Advisors manage?**
Adams Wealth Advisors reports $565,770,135 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Adams Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Adams Wealth Advisors serve?**
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).

**Which custodians does Adams Wealth Advisors use?**
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.

**Does Adams Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Adams Wealth Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $565,770,135
- Discretionary: $565,770,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 557 | $140,546,358 |
| High net worth individuals | 134 | $344,564,956 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $74,058,829 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $171,835 |
| Charitable organizations | 2 | $1,781,759 |
| Corporations or other businesses not listed above | 3 | $4,646,398 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 18 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, MT, OR, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- St. George, UT

### Websites listed on Form ADV (Item 1.I)
- adamswealthadvisors.com
- aimventura.com
- app.adamswealthadvisors.com
- Facebook @Adams-Wealth-Advisors-167140776750042
- Facebook @aimventuracapital
- Instagram @aimventuracapital
- LinkedIn @adams-wealth-advisors
- LinkedIn @aimventuracapital
- X @AdamsAdvisors
- X @aim_ventura

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,045,162 | 18 | June 18, 2021 |
| October 2022 | $473,261,221 | 20 | August 9, 2022 |
| October 2023 | $443,771,302 | 24 | October 3, 2023 |
| October 2024 | $603,489,061 | 25 | June 30, 2024 |
| October 2025 | $709,063,569 | 26 | June 30, 2025 |
| October 2026 | $565,770,135 | 18 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adams Wealth Advisors (CRD 286087): Form ADV filing data as of October 2026.