# Mac Adams Wealth Advisors, LLC

> Mac Adams Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 148409
- Filed as: MAC ADAMS WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148409
- AdvisorCensus page: https://advisorcensus.com/firm/mac-adams-wealth-advisors-llc-148409

## Quick answers

**How is Mac Adams Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mac Adams Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Mac Adams Wealth Advisors, LLC registered with the SEC or a state?**
Mac Adams Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 148409.

**How much does Mac Adams Wealth Advisors, LLC manage?**
Mac Adams Wealth Advisors, LLC reports $49,712,016 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (91% discretionary).

**What types of clients does Mac Adams Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Mac Adams Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148409

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $49,712,016
- Discretionary: $45,122,363
- Non-discretionary: $4,589,653

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $18,048,945 |
| High net worth individuals | 20 | $27,073,418 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,589,653 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macfinwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mac Adams Wealth Advisors, LLC (CRD 148409): Form ADV filing data as of October 2026.