The ADAMS WEALTH MANAGEMENT is a privately held investment adviser that advises $1.11Bn in regulatory assets under management held in 4 SEC fund types across 3 investment strategies. ADAMS WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 245.65% over the last 5-years.
The Group has been registered with the SEC for 9.02 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 701 S MAIN SUITE #400, LOGAN, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 25 employees comprised of 13 investment and 12 non-investment staff. The total number of Employees increased by 38.89% over the last 5-years.
Their $1.11Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 9 other accounts. Assets of Other Investment Advisers clients own $524.68mn or 47.13% of Total Assets and High Net Worth Individuals own $344.56mn or 30.95% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Real Estate, representing 83.57%, 11.75% and 4.68% of total assets, respectively.
They advise 7 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ADAMS WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.