Investment adviser · CRD 286087
ADAMS WEALTH ADVISORS
Investment adviser filing (IA)
ADAMS WEALTH MANAGEMENT LLC
LOGAN, UT, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $566M Form ADV · Item 5.F
- Client accounts
- 2,506 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 134 | $344,564,956 | 60.9% |
| Individuals | 557 | $140,546,358 | 24.8% |
| Pooled investment vehicles | 6 | $74,058,829 | 13.1% |
| Corporations & businesses | Fewer than 5 | $4,646,398 | 0.8% |
| Charities | Fewer than 5 | $1,781,759 | 0.3% |
| Retirement plans | Fewer than 5 | $171,835 | 0.0% |
Filing source
Form ADV 2125812 · Aug 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
15 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AIM VENTURA CAPITAL FUND, LLCVenture Capital Fund · Last reported Aug 13, 2026$32.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-3191971223
- Reported beneficial owners
- 98
- Minimum commitment
- $250K
- Form D file number
- 021-337154
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM DEFINED INVESTMENT FUND, LLCHedge Fund · Last reported Aug 13, 2026$17MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
INTERACTIVE BROKERS LLC
SEC 8-47257
WASHINGTON FEDERAL BANK
LEI D38AC76TAMYI50NBPX33
Fund details & source
- Fund ID
- 805-5837587097
- Reported beneficial owners
- 42
- Minimum commitment
- $250K
- Form D file number
- 021-337157
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM VENTURA CO-INVEST I, LLC FUND CLASS - G1Venture Capital Fund · Last reported Aug 13, 2026$7.96MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-8046865133
- Reported beneficial owners
- 49
- Minimum commitment
- $50K
- Form D file number
- 021-413646
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FAIRWAY INVESTMENT FUNDHedge Fund · Last reported Aug 13, 2026$5.73MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-8497384897
- Reported beneficial owners
- 10
- Minimum commitment
- $1M
- Form D file number
- 021-461751
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM REAL ASSET OPPORTUNITIES FUND, LLCReal Estate Fund · Last reported Aug 13, 2026$4.56MGross asset value
Form D fundraising filings
AIM Real Asset Opportunities Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-9629811086
- Reported beneficial owners
- 55
- Minimum commitment
- $250K
- Form D file number
- 021-337155
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM VENTURA CO-INVEST II, LLC FUND CLASS - G2Venture Capital Fund · Last reported Aug 13, 2026$3.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-8211688040
- Reported beneficial owners
- 13
- Minimum commitment
- $50K
- Form D file number
- 021-436235
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM VENTURA CO-INVEST I, LLC FUND CLASS - G2Venture Capital Fund · Last reported Aug 13, 2026$2.74MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-7237773493
- Reported beneficial owners
- 12
- Minimum commitment
- $50K
- Form D file number
- 021-413646
Form ADV 2125812 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions · Performance-based
Principal office
701 S MAIN, SUITE #400LOGAN, UT, 84321, United States
CRD 286087
Filing source
Form ADV 2125812 · Aug 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.