# ADAMS WEALTH MANAGEMENT LLC

ADAMS WEALTH MANAGEMENT LLC of LOGAN, UT is an SEC-registered investment adviser.

## Registration

- CRD: 286087
- Type: SEC-registered investment adviser
- SEC file number: 801-110862
- Location: 701 S MAIN, SUITE #400, LOGAN, UT, 84321
- Phone: (435)752-1702
- Latest filing: 2026-07-07
- Regulatory AUM: $565.8M
- Discretionary AUM: $565.8M
- Clients: 18
- Accounts: 2,506

## Business model

- Compensation: % of AUM, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Steven Craig Adams | MANAGING PARTNER; MEMBER | Logan, UT |
| Patrick Cormac Murphy | CHIEF INVESTMENT OFFICER; MEMBER; PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Connor Francis Murphy | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Riley Stevens Crosbie | MEMBER; PRESIDENT | — |
| MURPHY KEVIN FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| FRASER JOHN WILLIAM | CHIEF COMPLIANCE OFFICER; DIRECTOR OF STRATEGY | — |
| DANCE TAMMY TESSMER | CHIEF COMPLIANCE OFFICER; DIRECTOR OF TRADING & RESEARCH | — |
| ADAMS S CRAIG | MANAGING PARTNER; MEMBER; MEMBER/MANAGING PARTNER | — |
| Nielson Dylan Jonathan | CHIEF COMPLIANCE OFFICER | — |
| CROSBIE RILEY STEVENS | MEMBER; MEMBER/PARTNER; PRESIDENT | — |
| BOHM RYAN MATHEW | MEMBER; MEMBER/DIRECTOR OF BUSINESS DEVELOPMENT | — |
| MURPHY PATRICK CORMAC | CHIEF INVESTMENT OFFICER; MEMBER | — |
| Tong Bai | MEMBER | — |
| Aimee Odd | CHIEF FINANCIAL OFFICER | — |
| David Patrick Kastner | CHIEF OPERATING OFFICER; MEMBER | — |
| Scott Ellingson | CHIEF COMPLIANCE OFFICER, SECRETARY, & GENERAL COUNSEL | — |
| Karly Maria Rizzo | CHIEF IMPLEMENTATION OFFICER | — |
| Mitchell James Greene | TRUSTEE | — |
| Elizabeth Greene | TRUSTEE | — |
| Douglas Bradley Peterson | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286087/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286087/similar
- Related entities: https://search.stillhousedata.com/firm/286087/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286087

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.