ADAMS WEALTH ADVISORS of LOGAN, UT is an SEC-registered investment adviser (CRD 286087). Regulatory assets under management: $565.8M.
Compensation: % of AUM, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| 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 | — |