MAC ADAMS WEALTH ADVISORS, LLC
MAC ADAMS WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 148409). Regulatory assets under management: $49.7M.
Registration
- CRD: 148409
- SEC file number: 801-69721
- Type: Registered investment adviser
- Location: 12770 COIT ROAD, SUITE 1226, DALLAS, TX, 75251
- Phone: 214-273-3630
- Latest filing: 2026-03-31
- Regulatory AUM: $49.7M
- Discretionary AUM: $45.1M
- Non-discretionary AUM: $4.6M
- Clients: 1
- Accounts: 92
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MACADAMS MICHAEL HELMAN | MANAGING MEMBER | — |
| MACADAMS JANE ZAIKA | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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