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Wichita, KS Office

Team
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AdamsBrown Wealth Consultants LLC logo

AdamsBrown Wealth Consultants LLC

Team

Firm-wide stats for AdamsBrown Wealth Consultants LLC

Total advisors

15

Across 2 offices

Clients per advisor

121 Very High

Avg AUM per client

$511,396 Low

HNW client ratio

15% Low

About

AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. Services described in the brochure include discretionary portfolio management, standalone financial planning, retirement plan advisory and consulting, and consulting for brokerage customers through a relationship with Mutual Securities, Inc.

The firm generally pursues a long‑term, diversified investment approach that emphasizes ETFs and mutual funds while also using individual securities when appropriate, drawing on both fundamental and technical analysis. AdamsBrown typically manages accounts on a discretionary basis, conducts ongoing due diligence and portfolio monitoring, and may select sub‑advisors to manage portions of client assets in line with client objectives and risk tolerance.

AdamsBrown is part of a group that includes an affiliated accounting firm (Adams Brown, LLC) and an affiliated trust company (Adams Brown Trust Services, LLC), and the brochure discloses referrals to—and in certain instances fee coverage for—services provided by those affiliates, which is an uncommon arrangement for multi‑team firms. The firm also maintains an institutional relationship with Schwab, provides consulting to MSI brokerage customers, and operates alongside payroll and technology affiliates, reflecting a broader set of service capabilities in addition to managing roughly $1.12 billion in client assets.

Based on AdamsBrown Wealth Consultants LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on AdamsBrown Wealth Consultants LLC

Occupation focus

Founder/Business Owner Retired

Based on AdamsBrown Wealth Consultants LLC

Location

358 N Main Street, Suite 100

Wichita KS 67202

Advisors at this office

14

Advisors at this office

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Jude F

PFS™, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations and has worked with firms including Private Client Services and HD Vest Insurance Agency. Outside of advising, he serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that uses ETFs, mutual funds, and individual securities, offering discretionary portfolio management and ongoing due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Chad S

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Duane M

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Duane Moppin is a financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MMA Securities LLC and Marsh McLennan from 2019 to 2025, and he spent 14 years at State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management along with consulting and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Trent W

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Trent Woodcock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AdamsBrown Wealth Consultants LLC, where he has worked since 2020. His prior experience includes roles at Private Client Services, HD Vest Insurance Agency, Avantax Investment Services, and Edward Jones. Woodcock also works as an insurance agent, providing term, variable, whole life, and long-term care insurance. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach utilizing ETFs, mutual funds, individual stocks, bonds, and other instruments, and operates with a multi-advisor team that can select and oversee sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tommy L

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Tommy Le is a Series 65-licensed financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS. He has two years of industry experience and also works as a staff accountant providing tax and accounting services at Adams Brown, LLC. AdamsBrown Wealth Consultants offers wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis with ongoing portfolio monitoring and due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Billy M

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Billy Muhizi is a CFP® with five years of industry experience, currently serving as a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS. His prior work includes roles at Private Client Services, CHS, and McPherson College. AdamsBrown Wealth Consultants offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis while conducting ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Quincey B

Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Grover M

CFP®, Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Grover Musser is a CFP® professional with 34 years of industry experience, currently serving as an investment advisor representative at AdamsBrown Wealth Consultants LLC since 2021. His prior experience includes roles at Private Client Services, Farm Bureau Wealth Management, U.S. Bancorp Investments, and Merrill. Musser is also an independent insurance agent based in Hays, KS. AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside consulting and planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jared V

CFA®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jared Vitztum is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC, where he has been since 2022, and previously worked with Private Client Services and Fort Hays State University. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with an emphasis on ETFs and mutual funds, managing accounts primarily on a discretionary basis and conducting ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Todd S

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Todd Sullivant is a financial advisor with AdamsBrown Wealth Consultants LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Agia, and Private Client Services. Outside of his advisory work, he is the owner and operator of Sullivant Family Ranch LLC. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach with a multi-advisor team and manages approximately $881 million in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Justin M

PFS™, Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Justin Mitchell is a financial advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, Kansas. He holds the PFS™ designation and has 24 years of industry experience. His prior work includes roles at HD Vest Insurance Agency, Avantax Investment Services, and various affiliated entities. Outside of advising, he is a partner and CPA involved in an accounting firm and serves as trustee for multiple irrevocable family trusts. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, and individual securities, and operates with a multi-advisor team that oversees sub-advisors and conducts due diligence tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Brian S

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jeffrey A S

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jeffrey A. Smith is a financial advisor at AdamsBrown Wealth Consultants LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Intrust Bank, LPL Financial, and Private Client Services. In addition to his advisory role, he is an independent insurance agent. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management as well as consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Brent W

Series 65, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Brent Wieck is a financial advisor with AdamsBrown Wealth Consultants LLC, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has previously worked at MMA Securities LLC and Mutual of Omaha Investor Services, Inc. Outside of his advisory role, Wieck is a minority owner of a family farm, although he has no active duties there. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach emphasizing ETFs and mutual funds, with discretionary portfolio management and ongoing due diligence as key components.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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