A complete list of active advisors currently associated with Adams Wealth Advisors

Warmer can help you find a great advisor at Adams Wealth Advisors or one who fits your needs even better.

Adams Wealth Management LLC (doing business as Adams Wealth Advisors) provides wealth management, portfolio management, financial planning and estate‑planning services to individual and high‑net‑worth clients, as well as advisory services to employer‑sponsored retirement plans and sub‑advisory services to other registered advisers and pooled investment vehicles. The firm manages discretionary accounts across multiple client types and includes business succession planning as part of its service offering. The firm’s investment approach combines quantitative, fundamental and economic analysis, including proprietary relative‑strength and quantitative algorithms, to allocate across equities, fixed income, ETFs, structured products and alternative investments. AWM implements a range of strategies — from income and balanced allocations to opportunistic and aggressive equity sleeves — and may use options, derivatives and margin (including portfolio margin where appropriate) as part of portfolio construction and risk management while accommodating client‑imposed investment restrictions. What is distinctive about AWM relative to many peer teams is its registration with the CFTC as a Commodity Pool Operator and its operating role as managing member/manager of multiple private funds (including AIM Defined Investment Fund, AIM Real Asset Opportunities Fund, and AIM Ventura Capital funds and co‑invest vehicles). The firm also offers performance‑based fee arrangements for qualified clients, acts as a sub‑adviser to other advisers, manages pooled vehicles alongside separately managed accounts, and discloses affiliations with an advisor technology provider and other related entities along with the compliance measures it uses to address resulting conflicts.

To learn more about the advisors currently working at Adams Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.