Assets Under Management
$709.1M
Number of Clients
717
Number of Advisors
9
Average Client AUM
$989K
AUM per Advisor
$78.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Adams Wealth Management offers wealth management (portfolio management, financial & estate planning), employer-sponsored retirement plan advisory, sub-advisory services, and business succession planning. They use quantitative, fundamental, and economic analysis. Fees are negotiable and may vary among clients.
701 S Main, Suite #400, Logan, UT, 84321