Adams Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,571,862
Clients
29
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$467,995
About
Adams Wealth Management is a state-registered independent advisory firm managing roughly $13.6 million across 29 client accounts. The firm provides discretionary portfolio management, financial planning and comprehensive financial planning services to individual (including high‑net‑worth) and corporate clients.
Portfolios are built from client-specific investment policy statements developed through personal discussions about goals, time horizon, risk tolerance and liquidity needs, and the adviser generally exercises discretion over security selection and trade execution. The firm employs a mix of fundamental, technical, cyclical and charting analysis and provides ongoing monitoring with quarterly account reviews and annual written plan updates.
A distinctive feature is that the firm sponsors a wrap fee program — a relatively uncommon arrangement among similar independent advisers — in which a single stated fee covers both investment management and transaction costs while the firm manages the investments in the program. The firm also discloses it has no related‑party affiliations or third‑party compensation arrangements, does not accept custody of client assets, and provides direct, ongoing planning and investment services.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Self-insurance strategies
Fee options
1.5% annually
Account minimum: $100,000
Main office location
Adams Wealth Management
600 S. Tyler St., Suite 2100
Amarillo TX 79101, United States
Number of offices
1
Most active in
Adams Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
806-414-5494
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