Adams Wealth Management LLC
● SEC registered since 2017CRD 286087SEC# 801-110862Logan, UT
Ranks #3,727 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$565.8M
Fund GAV
$52M
Private funds
10
Employees
18
Accounts
2,506
Location
Logan, UT
Adams Wealth Management LLC assets under management
Adams Wealth Management LLC is a registered investment adviser overseen by the SEC based in Logan, UT. The firm has been registered since 2017. It reports $565.8 million in regulatory assets under management and employs 18 people. Adams Wealth Management LLC manages 10 private funds with combined gross assets of $52 million, including Aim Ventura Capital Fund, LLC. By regulatory assets, it ranks 3,727 of 6,004 private fund managers.
Adams Wealth Management LLC private funds
10 funds · $52M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aim Ventura Capital Fund, LLC | Venture Capital | $32.3M | $250K |
| Aim Ventura Co-Invest I Fund, LLC Class - G1 | Venture Capital | $8M | $50K |
| Aim Real Asset Opportunities Fund, LLC | Real Estate | $4.6M | $250K |
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Join to unlock · $37/moAdams Wealth Management LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Odd | Chief Financial Officer | Under 5% | 2025 |
| Aro-D Holdings, LLC | Member Llc | Under 5% | 2026 |
| Connor Francis Murphy | Member | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Adams Wealth Management LLC manage?
Adams Wealth Management LLC reports $565.8 million in regulatory assets under management on its Form ADV.
How many private funds does Adams Wealth Management LLC manage?
Adams Wealth Management LLC manages 10 private funds with combined gross assets of $52 million.
How many employees does Adams Wealth Management LLC have?
Adams Wealth Management LLC reports 18 employees.
Where is Adams Wealth Management LLC located?
Adams Wealth Management LLC is based in Logan, UT and has been SEC-registered since 2017.
Does Adams Wealth Management LLC disclose fund performance?
Adams Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 S Main, Suite #400, Logan, UT 84321 |
| Phone | (435)752-1702 |
| Fax | (435)214-4461 |
| Office hours | 9:00 a.m. - 4:30 P.M |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1803084 |
| Discloses disciplinary history | No |
Regulatory AUM
$565.8M▼ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
AUM vs fund managersTop 62%
Larger than 38% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$565.8Mregulatory AUM
Discretionary $565.8M
Fund type mix
Venture Capital9
Real Estate1