Wealth manager, independent · Logan, UT
Adams Wealth Advisors
Adams Wealth Management LLC · SEC-registered investment adviser · CRD 286087 · SEC 801-110862
At a glance
Adams Wealth Advisors is an SEC-registered investment adviser based in Logan, Utah, with $566 million in regulatory assets under management as of its Form ADV filed August 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 691 individual clients. By Form ADV it is a wealth manager, ranked 2,613th of 8,915 wealth managers and 7,329th of 17,210 SEC-registered advisers by assets.
Main office 435-752-1702adamswealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $566M
- Rank among wealth managers
- #2,613 of 8,915
- Rank among all SEC RIAs
- #7,329 of 17,210
- Rank in Utah
- #55 of 151
- Individual clients
- 691
- High-net-worth clients
- 134
- Accounts
- 2,506
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Patrick C. MurphyPresident & Chief Investment Officer
- Connor F. MurphyMember
- Tong BaiMember
- Aimee OddChief Financial Officer
- David P. KastnerChief Operating Officer
- Scott EllingsonChief Compliance Officer, Secretary, & General Counsel
- Karly M. RizzoChief Implementation Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 134 | $345M | 61% |
| Individuals | 557 | $141M | 25% |
| Pooled investment vehicles | 6 | $74M | 13% |
| Corporations or other businesses | 3 | $5M | <1% |
| Charitable organizations | 2 | $2M | <1% |
| Pension and profit sharing plans | 1 | $0M | <1% |
Private funds
Adams Wealth Advisors reports 12 private funds with $75M in gross assets: hedge funds, venture capital funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Adams Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Commissions
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗adamswealthadvisors.com ↗
AtlasMembers
The full record on Adams Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,102 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Adams Wealth Advisors manage?
Adams Wealth Advisors reports $566 million in regulatory assets under management across 2,506 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
What kind of firm is Adams Wealth Advisors?
Adams Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Adams Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($345 million, 134 clients); individuals ($141 million, 557 clients); pooled investment vehicles ($74 million, 6 clients).
Does Adams Wealth Advisors manage private funds?
Yes. It reports 12 private funds with $75 million in gross assets, including hedge funds, venture capital funds, real estate funds.
Does Adams Wealth Advisors have any disciplinary history?
Adams Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Adams Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →