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Adams Wealth Advisors

Headquartered in LOGAN, UT

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Firm Information

Adams Wealth Advisors is an investment advisory firm based in Logan, UT. The firm provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They serve a variety of client types, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has approximately $603 million in assets under management.

Adams Wealth Advisors

701 S MAIN

LOGAN, UT 84321

$603.49M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

ADAMS WEALTH ADVISORS has a total of 2 branch locations across the country.
location

LOGAN, UT

location

St. George, UT

Advisors at Adams Wealth Advisors

View All 12 Advisors
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Steven Craig Adams

CFP®, RA

LOGAN, UT

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Trey J Farrer

RA

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Robert Bruce Reay

CFP®, RA

LOGAN, UT

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David Patrick Kastner

CFA®, RA

LOGAN, UT

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Douglas Bradley Peterson

CFP®, RA

LOGAN, UT

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Brendan Mark Dennis

CFP®, RA

LOGAN, UT

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Riley Stevens Crosbie

CFP®, RA

LOGAN, UT

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Mitchell R Moncur

RA

LOGAN, UT

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Disclosures

There are no public disclosures for Adams Wealth Advisors.

Frequently Asked Questions (8)

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