# Adams Wealth Advisors

Adams Wealth Advisors is a Bank / Wealth / Trust based in Logan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Logan, United States
- **Region:** North America
- **Address:** Logan, UT, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** adamswealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/adams-wealth-advisors

## Regulatory record

- **CRD number:** 286087
- **SEC file number:** 801-110862
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286087

## About

Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. We take pride in running a clean, client-centered business. The hybrid business model allows us to go one step further in providing quality service for our clients. At Adams Wealth Advisors, clients receive a level of transparency they are not accustomed to experiencing at other firms. Our clients are provided with a thorough understanding of the investment process and are able to access all of the decisions made with their portfolio. By working with the professionals on your team, you are presented with comprehensive overview of your complete financial picture. To learn more about working with us at Adams Wealth Advisors, or for a list of states in which we are registered to do business, please visit www.adamswealthadvisors.com.

## Questions

### Does Adams Wealth Advisors operate as a fiduciary?

As a registered investment advisory firm, it is bound by the fiduciary standard under the Investment Advisers Act of 1940. This independent, open-architecture structure rejects the suitability standard that governs broker-dealer and dually-registered competitors in Northern Utah.

### What types of clients does the firm serve?

The practice concentrates on business owners, retirees, and high-income professionals concentrated in the Intermountain West. Many clients enter with liquidity events from the sale of closely held companies or with concentrated single-stock positions requiring structured disposition strategies.

### How does Adams Wealth Advisors access alternative investments?

The firm uses externally managed registered fund structures such as interval funds and tender-offer funds, rather than direct private equity or real asset co-investments, to provide client exposure to private credit, real estate, and middle-market buyout strategies.

### Is Adams Wealth Advisors affiliated with a larger financial institution?

No. The firm is independently owned and operates without the product-distribution mandates of a bank or wirehouse. This independence underpins its negotiation of institutional share classes and its ability to custody assets across multiple platforms.

## Related profiles

- [Adams Street RSP](https://altss.com/profile/adams-street-rsp)
- [Adaptive Advice](https://altss.com/profile/adaptive-advice)

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Last updated: 2026-06-03T20:00:00.000Z

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