Chief Operating Officer · Adams Wealth Advisors
David P. Kastner
CRD 2321752 · Named on Form ADV at one SEC-registered adviser
At a glance
Adams Wealth Advisors, an SEC-registered wealth manager based in Logan, UT with $566 million in regulatory assets, lists David P. Kastner on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Adams Wealth AdvisorsChief Operating OfficerWealth manager · Logan, UT · $566M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Patrick C. MurphyPresident & Chief Investment Officer, Adams Wealth Advisors
- Connor F. MurphyMember, Adams Wealth Advisors
- Tong BaiMember, Adams Wealth Advisors
- Aimee OddChief Financial Officer, Adams Wealth Advisors
- Scott EllingsonChief Compliance Officer, Secretary, & General Counsel, Adams Wealth Advisors
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.