SourcingSourcing

ADAMS WEALTH MANAGEMENT LLC

C25
CRD 286087·SEC 801-110862·LOGAN, UT
AUM
$565.8M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADAMS WEALTH MANAGEMENT LLC
CRD
286087
SEC file #
801-110862
EIN
832795031
DBA names
Adams Wealth Advisors

Economics

AUM
$565.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$245.4M → $565.8M▲ +131%
Client mix
Individuals Other557
Individuals High Net Worth134
Pooled Investment Vehicles6
Corporations3
Charitable Organizations2

Operations

Employees (total)
18
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
9 advisors → 11 advisors▲ +22%
Primary office
LOGAN UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesCommissionsPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
facebook.com/adams-wealth-advisors-167140776750042(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INSPIRE WEALTH ADVISORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
INSPIRE WEALTH ADVISORS, LLC
PMLL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
139,236
Form 5500 Compensation Trajectory 3y
2025139,236
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
139,236
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001773374
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2019-04-12
Edgar Last Filing Date
2026-04-10
Edgar Form D Count
7
Edgar Form D Offerings
2026-04-102026-04-10 · 0001773374-26-000001
2025-03-262025-03-26 · 0001773374-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
Interactive Brokers6
Fidelity4
E*trade4
Edgar Addresses
Mailing
701 S. MAIN, SUITE #400LOGAN, UT 84321
Business
701 S. MAIN, SUITE #400LOGAN, UT 84321
Edgar EIN
832795031
Edgar Recent Filings
D/A2026-04-10 · 0001773374-26-000001
D/A2025-03-26 · 0001773374-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (15)

15
MURPHY, PATRICK, CORMAC
IAR · Executive Officer · 2.5%
5504210
KASTNER, DAVID, PATRICK
IAR · Executive Officer · 2.5%
2321752
Tong Bai
Executive Officer · 2.5%
7186810
Ellingson, Scott
Executive Officer · 2.5%
8242948
Murphy, Connor, Francis
Executive Officer · 2.5%
6095950
Odd, Aimee
Executive Officer · 2.5%
8242942
FORTUNADO, KARLY, MARIA
Executive Officer · 2.5%
5387916
Mitchell James Greene
IAR
7599757
MITCHELL R MONCUR
IAR
6540047
ADAMS, STEVEN, CRAIG
IAR
2627265
Brooklyn Stevenson
IAR
8205565
Douglas Bradley Peterson
IAR
6530643
Robert Bruce Reay
IAR
6438701
Braydon Barlow
IAR
7551244
TREY J FARRER
IAR
7965889