MAC ADAMS WEALTH ADVISORS, LLC
CRD #148409 SEC #801-69721 DALLAS, TX 214-273-3630
SEC Registered
Total AUM
$36.6M
Discretionary
$29.2M
Employees
1
Clients
251
Accounts
317
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MACADAMS, JANE, ZAIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MACADAMS, JANE, ZAIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MACADAMS, JANE, ZAIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MACADAMS, JANE, ZAIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MACADAMS, JANE, ZAIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MACADAMS, MICHAEL, HELMAN | I | MANAGING MEMBER | D | Control |
| MACADAMS, MICHAEL, HELMAN | I | MANAGING MEMBER | D | Control |
| MACADAMS, MICHAEL, HELMAN | I | MANAGING MEMBER | D | Control |
| MACADAMS, MICHAEL, HELMAN | I | MANAGING MEMBER | D | Control |
| MACADAMS, MICHAEL, HELMAN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
TX
Address
12770 COIT ROADSUITE 1226
DALLAS, TX 75251
United States
Phone: 214-273-3630