Data / Investment advisers / Utah / Adams Wealth Advisors
Adams Wealth Advisors, Logan, UT: $566 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Adams Wealth Advisors is an SEC registered investment adviser with its main office in Logan, Utah and reports $566 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and commissions. It advises 12 private funds.
The request: Watch Adams Wealth Advisors (CRD number 286087): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286087
- SEC file number
- 801-110862
- SEC status
- Approved, effective July 24, 2017
- Legal name
- Adams Wealth Management LLC
- Main office
- 701 S Main Suite #400, Logan, UT 84321
- Phone
- (435) 752-1702
- Regulatory AUM
- $565,770,135 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $565,770,135
- Accounts
- 2,506
- Employees
- 18, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions, performance based fees
- Private funds
- 12: 9 venture capital funds, 2 hedge funds, 1 real estate fund
- Gross assets of private funds
- $74,742,051
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $344.6 million |
| Individuals (other than high net worth individuals) | 557 | $140.5 million |
| Pooled investment vehicles | 6 | $74.1 million |
| Corporations or other businesses | 3 | $4.6 million |
| Charitable organizations | 2 | $1.8 million |
| Pension and profit sharing plans | 1 | $171,835 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $565.8 million | April 15, 2026 |
| December 1, 2025 | $709.1 million | June 30, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | $601.5 million | Not listed | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | $598.4 million | Not listed | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| Alliance Wealth Advisors, LLC | Centerville | $552 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Adams Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.