Unclaimed Profile

Dylan Jonathan Nielson

ADAMS WEALTH MANAGEMENT LLC·LOGAN, Utah

Series 3, Series 65Clean record8 years registeredADAMS WEALTH MANAGEMENT LLC

701 S MAIN, LOGAN, UT 84321CRD# 6878145Firm CRD# 286087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dylan Jonathan Nielson · LOGAN, UT

Registration

CRD #6878145 · ADAMS WEALTH MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADAMS WEALTH MANAGEMENT LLC

CACHETECH

Dec 2023 – Mar 2024

LOGAN, UT

ADAMS WEALTH ADVISORS

Jan 2018 – Dec 2023

LOGAN, UT

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · January 4, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADAMS WEALTH MANAGEMENT LLC

CRD 286087 · SEC 801-110862

AUM

$603M

Regulatory assets under management

Employees

1,707 client accounts

Services offered by ADAMS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ADAMS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Dylan Jonathan Nielson offer?

Dylan Jonathan Nielson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Dylan Jonathan Nielson's credentials?

Dylan Jonathan Nielson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dylan Jonathan Nielson located?

Dylan Jonathan Nielson is based in LOGAN, Utah, last registered with ADAMS WEALTH MANAGEMENT LLC.

How does Dylan Jonathan Nielson charge for services?

Dylan Jonathan Nielson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADAMS WEALTH MANAGEMENT LLC?

ADAMS WEALTH MANAGEMENT LLC has approximately 25 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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