ADAMS WEALTH MANAGEMENT LLC
Legal name: ADAMS WEALTH ADVISORS
CRD #286087 SEC #801-110862 LOGAN, UT (435)752-1702
SEC Registered Private Funds
Total AUM
$709.1M
Discretionary
$709.1M
Employees
26
Clients
251
Accounts
717
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $709.1M | $709.1M | $0 | 26 | 0 |
| Jun 2025 | $709.1M | $709.1M | $0 | 26 | 0 |
| May 2025 | $709.1M | $709.1M | $0 | 26 | 0 |
| Apr 2025 | $709.1M | $709.1M | $0 | 26 | 0 |
| Mar 2025 | $709.1M | $709.1M | $0 | 26 | 0 |
| Jun 2024 | $603.5M | $603.5M | $0 | 25 | 0 |
| May 2024 | $603.5M | $603.5M | $0 | 25 | 0 |
| Apr 2024 | $603.5M | $603.5M | $0 | 25 | 0 |
| Mar 2024 | $603.5M | $603.5M | $0 | 25 | 0 |
| Mar 2024 | $603.5M | $603.5M | $0 | 25 | 0 |
| Dec 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Nov 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Oct 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Sep 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Jun 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Jun 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| May 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Apr 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Apr 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Mar 2023 | $443.8M | $443.8M | $0 | 24 | 712 |
| Jan 2023 | $473.3M | $473.3M | $0 | 20 | 607 |
| Jan 2023 | $473.3M | $473.3M | $0 | 20 | 607 |
| Dec 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Oct 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Oct 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Oct 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Aug 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Aug 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Jul 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Jul 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Jun 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Apr 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Mar 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Mar 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Mar 2022 | $473.3M | $473.3M | $0 | 20 | 607 |
| Feb 2022 | $322M | $322M | $0 | 18 | 502 |
| Jan 2022 | $322M | $322M | $0 | 18 | 502 |
| Jan 2022 | $322M | $322M | $0 | 18 | 502 |
| Oct 2021 | $322M | $322M | $0 | 18 | 502 |
| Jun 2021 | $322M | $322M | $0 | 18 | 502 |
| Jun 2021 | $322M | $322M | $0 | 18 | 502 |
| May 2021 | $322M | $322M | $0 | 18 | 502 |
| Apr 2021 | $322M | $322M | $0 | 18 | 502 |
| Mar 2021 | $322M | $322M | $0 | 18 | 502 |
| Oct 2020 | $280.1M | $280.1M | $0 | 16 | 448 |
| Oct 2020 | $280.1M | $280.1M | $0 | 14 | 448 |
| Jul 2020 | $280.1M | $280.1M | $0 | 14 | 448 |
| Jun 2020 | $280.1M | $280.1M | $0 | 14 | 448 |
| Apr 2020 | $280.1M | $280.1M | $0 | 14 | 448 |
| Mar 2020 | $245.4M | $245.4M | $0 | 10 | 487 |
| Jan 2020 | $245.4M | $245.4M | $0 | 10 | 487 |
| Dec 2019 | $245.4M | $245.4M | $0 | 12 | 487 |
| Oct 2019 | $245.4M | $245.4M | $0 | 12 | 487 |
| Sep 2019 | $245.4M | $245.4M | $0 | 12 | 487 |
| Jul 2019 | $200.7M | $200.7M | $0 | 12 | 487 |
| May 2019 | $200.7M | $200.7M | $0 | 13 | 487 |
| Apr 2019 | $200.7M | $200.7M | $0 | 13 | 487 |
| Apr 2019 | $200.7M | $200.7M | $0 | 13 | 487 |
| Apr 2019 | $200.7M | $200.7M | $0 | 13 | 487 |
| Apr 2019 | $200.7M | $200.7M | $0 | 13 | 487 |
| Mar 2019 | $197.3M | $197.3M | $0 | 13 | 487 |
| Feb 2019 | $197.3M | $197.3M | $0 | 13 | 487 |
| Dec 2018 | $174.2M | $174.2M | $0 | 13 | 400 |
| Dec 2018 | $174.2M | $174.2M | $0 | 13 | 400 |
| Nov 2018 | $174.2M | $174.2M | $0 | 13 | 400 |
| Oct 2018 | $174.2M | $174.2M | $0 | 11 | 400 |
| Sep 2018 | $174.2M | $174.2M | $0 | 11 | 400 |
| Aug 2018 | $174.2M | $174.2M | $0 | 11 | 400 |
| Jul 2018 | $174.2M | $174.2M | $0 | 9 | 400 |
| Jul 2018 | $174.2M | $174.2M | $0 | 9 | 400 |
| Jul 2018 | $174.2M | $174.2M | $0 | 9 | 400 |
| Jun 2018 | $174.2M | $174.2M | $0 | 9 | 400 |
| May 2018 | $174.2M | $174.2M | $0 | 10 | 400 |
| May 2018 | $174.2M | $174.2M | $0 | 10 | 400 |
| May 2018 | $174.2M | $174.2M | $0 | 10 | 400 |
| Apr 2018 | $174.2M | $174.2M | $0 | 10 | 400 |
| Feb 2018 | $174.2M | $174.2M | $0 | 7 | 400 |
| Feb 2018 | $214.6M | $193.5M | $21.1M | 5 | 0 |
| Jan 2018 | $214.6M | $193.5M | $21.1M | 5 | 0 |
| Jan 2018 | $214.6M | $193.5M | $21.1M | 5 | 0 |
| Jan 2018 | $214.6M | $193.5M | $21.1M | 5 | 0 |
| Dec 2017 | $214.6M | $193.5M | $21.1M | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Jul 2017 | $0 | $0 | $0 | 5 | 0 |
| Jul 2017 | $0 | $0 | $0 | 5 | 0 |
| Jun 2017 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees26
Clients0
DateJun 2025
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees26
Clients0
DateMay 2025
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees26
Clients0
DateApr 2025
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees26
Clients0
DateJun 2024
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees25
Clients0
DateMay 2024
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees25
Clients0
DateApr 2024
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees25
Clients0
DateDec 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateNov 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateOct 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateSep 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateJun 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateJun 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateMay 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateApr 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateApr 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateMar 2023
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees24
Clients712
DateJan 2023
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateJan 2023
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateDec 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateOct 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateOct 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateOct 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateAug 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateAug 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateJul 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateJul 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateJun 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateApr 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateMar 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateMar 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateMar 2022
Total AUM$473.3M
Discretionary$473.3M
Non-Disc.$0
Employees20
Clients607
DateFeb 2022
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateJan 2022
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateJan 2022
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateOct 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateJun 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateJun 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateMay 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateApr 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateMar 2021
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees18
Clients502
DateOct 2020
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees16
Clients448
DateOct 2020
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees14
Clients448
DateJul 2020
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees14
Clients448
DateJun 2020
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees14
Clients448
DateApr 2020
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees14
Clients448
DateMar 2020
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees10
Clients487
DateJan 2020
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees10
Clients487
DateDec 2019
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees12
Clients487
DateOct 2019
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees12
Clients487
DateSep 2019
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees12
Clients487
DateJul 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees12
Clients487
DateMay 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees13
Clients487
DateApr 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees13
Clients487
DateApr 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees13
Clients487
DateApr 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees13
Clients487
DateApr 2019
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees13
Clients487
DateMar 2019
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees13
Clients487
DateFeb 2019
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees13
Clients487
DateDec 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees13
Clients400
DateDec 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees13
Clients400
DateNov 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees13
Clients400
DateOct 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients400
DateSep 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients400
DateAug 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients400
DateJul 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees9
Clients400
DateJul 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees9
Clients400
DateJul 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees9
Clients400
DateJun 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees9
Clients400
DateMay 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients400
DateMay 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients400
DateMay 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients400
DateApr 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees10
Clients400
DateFeb 2018
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees7
Clients400
DateFeb 2018
Total AUM$214.6M
Discretionary$193.5M
Non-Disc.$21.1M
Employees5
Clients0
DateJan 2018
Total AUM$214.6M
Discretionary$193.5M
Non-Disc.$21.1M
Employees5
Clients0
DateJan 2018
Total AUM$214.6M
Discretionary$193.5M
Non-Disc.$21.1M
Employees5
Clients0
DateJan 2018
Total AUM$214.6M
Discretionary$193.5M
Non-Disc.$21.1M
Employees5
Clients0
DateDec 2017
Total AUM$214.6M
Discretionary$193.5M
Non-Disc.$21.1M
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0