Mitchell James Greene

CFP

Adams Wealth Advisors

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Adams Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

717 clients

Average Client Portfolio

$989K average

Assets Under Management

$709.1M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

701 S Main, Suite #400, Logan, UT, 84321

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Adams Wealth Advisors

August 2022 - Present · 3 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.