ADAMS WEALTH MANAGEMENT LLC

ADAMS WEALTH ADVISORS
LOGAN, Utah·2 registered advisors·CRD# 286087
SEC# 801-1108621(435)752-1702
01

Firm Overview

AUM
$603M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ADAMS WEALTH MANAGEMENT LLC

2 registered advisors
Dylan Jonathan Nielson
LOGAN, Utah
Paul William Fraser
LOGAN, Utah
05

Office Locations

LOGAN, Utah
2 advisors

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Data sourced from SEC Form ADV filings. ADAMS WEALTH MANAGEMENT LLC (CRD# 286087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.